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J. Team Financial’s Oracle ORCL Stock Holding History

J. Team Financial’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 		$656K Sell
4,475
-1,025
-19% -$186K 0.64% 35
2026
Q1 		$809K Buy
5,500
+1,008
+22% +$164K 0.91% 34
2025
Q4 		$876K Buy
4,492
+2,158
+92% +$514K 0.88% 31
2025
Q3 		$657K Buy
+2,334
New +$594K 0.67% 31

Other funds holding ORCL

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

J. Team Financial's ORCL Position: Q2 2026 in Review

J. Team Financial reduced its Oracle (ORCL) stake by 19% in Q2 2026, selling an estimated $186K and leaving 4,475 shares worth $656K. The position accounts for 0.64% of the portfolio, ranked #35.

J. Team Financial first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $876K in Q4 2025. 2,148 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • J. Team Financial held 4,475 shares of Oracle worth $656K as of Q2 2026.
  • J. Team Financial sold 1,025 Oracle shares in Q2 2026, an estimated $186K.
  • Oracle made up 0.64% of J. Team Financial's portfolio in Q2 2026, its #35 holding.
  • J. Team Financial first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's Oracle position peaked at $876K in Q4 2025.
  • 2,148 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.