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 Q2	$1.27M	Buy	8,667 +1,988	+30%	+$360K	0.06%	100
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	Hold	2,000	–	–	0.03%	31
2022 Q3	$122K	Hold	2,000	–	–	0.02%	45
2022 Q2	$139K	Hold	2,000	–	–	0.02%	43
2022 Q1	$165K	Hold	2,000	–	–	0.02%	44
2021 Q4	$174K	Hold	2,000	–	–	0.02%	22
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J. Safra Asset Management's ORCL Position: Q2 2026 in Review

J. Safra Asset Management increased its Oracle (ORCL) stake by 30% in Q2 2026, buying an estimated $360K and bringing the position to 8,667 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #100.

J. Safra Asset Management first reported a position in ORCL in Q4 2015 and has held it in 26 quarters since. The position peaked at $4.29M in Q4 2015. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

J. Safra Asset Management held 8,667 shares of Oracle worth $1.27M as of Q2 2026.
J. Safra Asset Management bought 1,988 Oracle shares in Q2 2026, an estimated $360K.
Oracle made up 0.06% of J. Safra Asset Management's portfolio in Q2 2026, its #100 holding.
J. Safra Asset Management first reported a position in Oracle in Q4 2015 and has held it in 26 quarters since.
J. Safra Asset Management's Oracle position peaked at $4.29M in Q4 2015.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.