DHJJ Financial Advisors’s Oracle ORCL Stock Holding History

DHJJ Financial Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$302K	Sell	2,058 -51	-2%	-$9.24K	0.09%	167
2026 Q1	$310K	Hold	2,109	–	–	0.1%	151
2025 Q4	$411K	Hold	2,109	–	–	0.14%	117
2025 Q3	$593K	Hold	2,109	–	–	0.2%	89
2025 Q2	$461K	Buy	2,109 +367	+21%	+$59.3K	0.17%	105
2025 Q1	$244K	Hold	1,742	–	–	0.1%	144
2024 Q4	$290K	Hold	1,742	–	–	0.11%	128
2024 Q3	$297K	Hold	1,742	–	–	0.12%	124
2024 Q2	$246K	Hold	1,742	–	–	0.1%	136
2024 Q1	$219K	Sell	1,742 -2	-0.1%	-$229	0.1%	135
2023 Q4	$184K	Hold	1,744	–	–	0.09%	141
2023 Q3	$185K	Hold	1,744	–	–	0.09%	133
2023 Q2	$208K	Buy	+1,744	New	+$180K	0.11%	133

Other funds holding ORCL

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DHJJ Financial Advisors's ORCL Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Oracle (ORCL) stake by 2.4% in Q2 2026, selling an estimated $9.24K and leaving 2,058 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #167.

DHJJ Financial Advisors first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $593K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

DHJJ Financial Advisors held 2,058 shares of Oracle worth $302K as of Q2 2026.
DHJJ Financial Advisors sold 51 Oracle shares in Q2 2026, an estimated $9.24K.
Oracle made up 0.09% of DHJJ Financial Advisors's portfolio in Q2 2026, its #167 holding.
DHJJ Financial Advisors first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
DHJJ Financial Advisors's Oracle position peaked at $593K in Q3 2025.
1,772 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.