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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

J. Derek Lewis & Associates's ORCL Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Oracle (ORCL) stake by 4.1% in Q2 2026, buying an estimated $20.3K and bringing the position to 2,844 shares worth $417K. The position accounts for 0.08% of the portfolio, ranked #119.

J. Derek Lewis & Associates first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $833K in Q4 2025. 2,296 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • J. Derek Lewis & Associates held 2,844 shares of Oracle worth $417K as of Q2 2026.
  • J. Derek Lewis & Associates bought 112 Oracle shares in Q2 2026, an estimated $20.3K.
  • Oracle made up 0.08% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #119 holding.
  • J. Derek Lewis & Associates first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Oracle position peaked at $833K in Q4 2025.
  • 2,296 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.