J. Derek Lewis & Associates
ORCL icon

J. Derek Lewis & Associates’s Oracle ORCL Stock Holding History

J. Derek Lewis & Associates’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
Q3 		$490K Buy
3,569
+725
+25% +$102K 0.09% 115
2026
Q2 		$417K Buy
2,844
+112
+4% +$20.3K 0.08% 119
2026
Q1 		$402K Sell
2,732
-1,541
-36% -$250K 0.09% 118
2025
Q4 		$833K Buy
+4,273
New +$1.02M 0.2% 69

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

J. Derek Lewis & Associates's ORCL Position: Q3 2026 in Review

J. Derek Lewis & Associates increased its Oracle (ORCL) stake by 25% in Q3 2026, buying an estimated $102K and bringing the position to 3,569 shares worth $490K. The position accounts for 0.09% of the portfolio, ranked #115.

J. Derek Lewis & Associates first reported a position in ORCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $833K in Q4 2025. 2,087 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • J. Derek Lewis & Associates held 3,569 shares of Oracle worth $490K as of Q3 2026.
  • J. Derek Lewis & Associates bought 725 Oracle shares in Q3 2026, an estimated $102K.
  • Oracle made up 0.09% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #115 holding.
  • J. Derek Lewis & Associates first reported a position in Oracle in Q4 2025 and has held it in 4 quarters since.
  • J. Derek Lewis & Associates's Oracle position peaked at $833K in Q4 2025.
  • 2,087 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.