James J. Burns & Company’s Oracle ORCL Stock Holding History

James J. Burns & Company’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	$295K	Sell	2,016 -27	-1%	-$4.89K	0.03%	132
2026 Q1	$301K	Buy	2,043 +2	+0.1%	+$325	0.04%	125
2025 Q4	$398K	Hold	2,041	–	–	0.05%	110
2025 Q3	$574K	Sell	2,041 -67	-3%	-$17.1K	0.09%	86
2025 Q2	$461K	Buy	2,108 +60	+3%	+$9.69K	0.08%	92
2025 Q1	$286K	Buy	2,048 +66	+3%	+$10.7K	0.05%	120
2024 Q4	$330K	Buy	1,982 +134	+7%	+$23.8K	0.06%	105
2024 Q3	$316K	Buy	1,848 +423	+30%	+$61.3K	0.06%	103
2024 Q2	$201K	Buy	+1,425	New	+$177K	0.04%	124
2024 Q1	–	Sell	-2,025	Closed	-$213K	–	108
2023 Q4	$213K	Hold	2,025	–	–	0.05%	116
2023 Q3	$215K	Hold	2,025	–	–	0.06%	99
2023 Q2	$241K	Buy	+2,025	New	+$209K	0.06%	101

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 $3.38T AUM 44.17% 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

James J. Burns & Company's ORCL Position: Q2 2026 in Review

James J. Burns & Company reduced its Oracle (ORCL) stake by 1.3% in Q2 2026, selling an estimated $4.89K and leaving 2,016 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #132.

James J. Burns & Company first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $574K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

James J. Burns & Company held 2,016 shares of Oracle worth $295K as of Q2 2026.
James J. Burns & Company sold 27 Oracle shares in Q2 2026, an estimated $4.89K.
Oracle made up 0.03% of James J. Burns & Company's portfolio in Q2 2026, its #132 holding.
James J. Burns & Company first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
James J. Burns & Company's Oracle position peaked at $574K in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.