Jamison Private Wealth Management’s Oracle ORCL Stock Holding History

Jamison Private Wealth 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	$619K	Buy	4,222 +748	+22%	+$136K	0.06%	150
2026 Q1	$511K	Buy	3,474 +1,223	+54%	+$199K	0.06%	152
2025 Q4	$439K	Buy	2,251 +1,175	+109%	+$280K	0.05%	164
2025 Q3	$303K	Buy	1,076 +18	+2%	+$4.58K	0.04%	182
2025 Q2	$231K	Buy	+1,058	New	+$171K	0.03%	185
2025 Q1	–	Sell	-1,813	Closed	-$302K	–	202
2024 Q4	$302K	Buy	1,813 +1	+0.1%	+$178	0.04%	176
2024 Q3	$309K	Buy	1,812 +297	+20%	+$43K	0.05%	162
2024 Q2	$214K	Sell	1,515 -5	-0.3%	-$621	0.04%	170
2024 Q1	$191K	Buy	1,520 +1,246	+455%	+$143K	0.03%	179
2023 Q4	$28.9K	Buy	274 +1	+0.4%	+$109	0.01%	258
2023 Q3	$28.9K	Buy	+273	New	+$31.6K	0.01%	251

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Jamison Private Wealth Management's ORCL Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Oracle (ORCL) stake by 22% in Q2 2026, buying an estimated $136K and bringing the position to 4,222 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #150.

Jamison Private Wealth Management first reported a position in ORCL in Q3 2023 and has held it in 11 quarters since. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Jamison Private Wealth Management held 4,222 shares of Oracle worth $619K as of Q2 2026.
Jamison Private Wealth Management bought 748 Oracle shares in Q2 2026, an estimated $136K.
Oracle made up 0.06% of Jamison Private Wealth Management's portfolio in Q2 2026, its #150 holding.
Jamison Private Wealth Management first reported a position in Oracle in Q3 2023 and has held it in 11 quarters since.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.