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J. Safra Asset Management’s Oracle ORCL Stock Holding History

J. Safra Asset 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
Q1 		$983K Sell
6,679
-6,378
-49% -$1.04M 0.05% 102
2025
Q4 		$2.55M Buy
13,057
+899
+7% +$214K 0.13% 52
2025
Q3 		$3.42M Buy
12,158
+4,422
+57% +$1.13M 0.21% 33
2025
Q2 		$1.69M Sell
7,736
-1,478
-16% -$239K 0.12% 40
2025
Q1 		$1.29M Buy
9,214
+5,500
+148% +$895K 0.1% 41
2024
Q4 		$620K Buy
3,714
+1,749
+89% +$311K 0.05% 53
2024
Q3 		$332K Buy
1,965
+370
+23% +$53.6K 0.03% 51
2024
Q2 		$225K Buy
1,595
+1,119
+235% +$139K 0.02% 54
2024
Q1 		$59.8K Buy
476
+440
+1,222% +$50.4K 0.01% 77
2023
Q4 		$3.79K Buy
+36
New +$3.93K ﹤0.01% 116
2023
Q3 		– Sell
-2,000
Closed -$238K – 112
2023
Q2 		$238K Hold
2,000
– – 0.03% 38
2023
Q1 		$186K Hold
2,000
– – 0.03% 48
2022
Q4 		$163K Buy
2,000
+1,878
+1,539% +$143K 0.03% 31
2022
Q3 		$2K Sell
122
-17
-12% -$1.25K 0.03% 31
2022
Q2 		$2K Sell
139
-26
-16% -$1.9K 0.03% 29
2022
Q1 		$2K Sell
165
-9
-5% -$729 0.04% 31
2021
Q4 		$2K Sell
174
-1,826
-91% -$171K 0.04% 24
2021
Q3 		$174K Hold
2,000
– – 0.04% 23
2021
Q2 		$121K Hold
2,000
– – 0.06% 28
2021
Q1 		$140K Hold
2,000
– – 0.07% 27
2020
Q4 		$129K Hold
2,000
– – 0.07% 24
2020
Q3 		$119K Buy
+2,000
New +$114K 0.07% 14
2016
Q3 		– Sell
-10,647
Closed -$436K – 212
2016
Q2 		$436K Sell
10,647
-66,140
-86% -$2.64M 0.71% 16
2016
Q1 		$3.14M Sell
76,787
-40,540
-35% -$1.5M 2.56% 6
2015
Q4 		$4.29M Buy
+117,327
New +$4.48M 3.29% 9

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J. Safra Asset Management's ORCL Position: Q1 2026 in Review

J. Safra Asset Management reduced its Oracle (ORCL) stake by 49% in Q1 2026, selling an estimated $1.04M and leaving 6,679 shares worth $983K. The position accounts for 0.05% of the portfolio, ranked #102.

J. Safra Asset Management first reported a position in ORCL in Q4 2015 and has held it in 25 quarters since. The position peaked at $4.29M in Q4 2015. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • J. Safra Asset Management held 6,679 shares of Oracle worth $983K as of Q1 2026.
  • J. Safra Asset Management sold 6,378 Oracle shares in Q1 2026, an estimated $1.04M.
  • Oracle made up 0.05% of J. Safra Asset Management's portfolio in Q1 2026, its #102 holding.
  • J. Safra Asset Management first reported a position in Oracle in Q4 2015 and has held it in 25 quarters since.
  • J. Safra Asset Management's Oracle position peaked at $4.29M in Q4 2015.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.