Gilliland Jeter Wealth Management’s Oracle ORCL Stock Holding History

Gilliland Jeter Wealth Management’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	$3.09M	Buy	21,053 +961	+5%	+$174K	0.81%	33
2026 Q1	$2.96M	Buy	20,092 +8	+0%	+$1.3K	0.88%	34
2025 Q4	$3.91M	Sell	20,084 -235	-1%	-$56K	1.18%	17
2025 Q3	$5.71M	Sell	20,319 -774	-4%	-$197K	1.76%	12
2025 Q2	$4.61M	Sell	21,093 -275	-1%	-$44.4K	1.5%	13
2025 Q1	$2.99M	Sell	21,368 -510	-2%	-$83K	1.06%	23
2024 Q4	$3.65M	Sell	21,878 -7	-0%	-$1.24K	1.23%	18
2024 Q3	$3.73M	Sell	21,885 -81	-0.4%	-$11.7K	1.2%	16
2024 Q2	$3.1M	Buy	21,966 +7	+0%	+$869	1.04%	24
2024 Q1	$2.76M	Buy	21,959 +2,032	+10%	+$233K	0.96%	27
2023 Q4	$2.1M	Buy	+19,927	New	+$2.17M	0.87%	33

Other funds holding ORCL

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Gilliland Jeter Wealth Management's ORCL Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Oracle (ORCL) stake by 4.8% in Q2 2026, buying an estimated $174K and bringing the position to 21,053 shares worth $3.09M. The position accounts for 0.81% of the portfolio, ranked #33.

Gilliland Jeter Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.71M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Gilliland Jeter Wealth Management held 21,053 shares of Oracle worth $3.09M as of Q2 2026.
Gilliland Jeter Wealth Management bought 961 Oracle shares in Q2 2026, an estimated $174K.
Oracle made up 0.81% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #33 holding.
Gilliland Jeter Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's Oracle position peaked at $5.71M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.