JWCA
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J.W. Cole Advisors’s Oracle ORCL Stock Holding History

J.W. Cole Advisors’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 		$7.35M Sell
50,122
-2,914
-5% -$528K 0.13% 170
2026
Q1 		$7.8M Sell
53,036
-15,220
-22% -$2.47M 0.26% 75
2025
Q4 		$8.43M Sell
68,256
-397
-0.6% -$94.5K 0.2% 98
2025
Q3 		$19.3M Buy
68,653
+479
+0.7% +$122K 0.37% 43
2025
Q2 		$14.9M Buy
68,174
+25,510
+60% +$4.12M 0.32% 53
2025
Q1 		$5.96M Buy
42,664
+3,795
+10% +$618K 0.19% 121
2024
Q4 		$6.48M Buy
38,869
+713
+2% +$127K 0.26% 79
2024
Q3 		$6.5M Buy
38,156
+9,482
+33% +$1.37M 0.27% 76
2024
Q2 		$4.05M Sell
28,674
-1,497
-5% -$186K 0.19% 113
2024
Q1 		$3.79M Buy
30,171
+2,925
+11% +$335K 0.19% 122
2023
Q4 		$2.87M Buy
27,246
+5,956
+28% +$650K 0.17% 138
2023
Q3 		$2.26M Buy
21,290
+100
+0.5% +$11.6K 0.17% 147
2023
Q2 		$2.52M Sell
21,190
-563
-3% -$58.2K 0.18% 135
2023
Q1 		$2.02M Sell
21,753
-3,772
-15% -$331K 0.14% 165
2022
Q4 		$2.09M Sell
25,525
-6,964
-21% -$529K 0.16% 149
2022
Q3 		$1.98M Sell
32,489
-308
-0.9% -$22.5K 0.17% 148
2022
Q2 		$2.29M Sell
32,797
-2,849
-8% -$209K 0.18% 137
2022
Q1 		$2.95M Buy
35,646
+3,965
+13% +$321K 0.2% 125
2021
Q4 		$2.76M Buy
31,681
+210
+0.7% +$19.7K 0.18% 132
2021
Q3 		$2.74M Buy
31,471
+2,609
+9% +$230K 0.2% 82
2021
Q2 		$2.25M Buy
28,862
+3,655
+14% +$286K 0.18% 134
2021
Q1 		$1.77M Buy
25,207
+6,861
+37% +$444K 0.17% 147
2020
Q4 		$1.19M Sell
18,346
-548
-3% -$32.6K 0.12% 205
2020
Q3 		$1.13M Buy
18,894
+5,970
+46% +$339K 0.09% 233
2020
Q2 		$714K Buy
+12,924
New +$685K 0.11% 191
2020
Q1 		– Sell
-13,658
Closed -$724K – 377
2019
Q4 		$724K Buy
+13,658
New +$752K 0.09% 233

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.W. Cole Advisors's ORCL Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Oracle (ORCL) stake by 5.5% in Q2 2026, selling an estimated $528K and leaving 50,122 shares worth $7.35M. The position accounts for 0.13% of the portfolio, ranked #170.

J.W. Cole Advisors first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $19.3M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • J.W. Cole Advisors held 50,122 shares of Oracle worth $7.35M as of Q2 2026.
  • J.W. Cole Advisors sold 2,914 Oracle shares in Q2 2026, an estimated $528K.
  • Oracle made up 0.13% of J.W. Cole Advisors's portfolio in Q2 2026, its #170 holding.
  • J.W. Cole Advisors first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • J.W. Cole Advisors's Oracle position peaked at $19.3M in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.