Janney Montgomery Scott’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$61.7M Buy
421,145
+829
+0.2% +$150K 0.12% 177
2026
Q1
$61.8M Buy
420,316
+11,218
+3% +$1.82M 0.15% 143
2025
Q4
$79.7M Buy
409,098
+1,795
+0.4% +$427K 0.18% 116
2025
Q3
$115M Buy
407,303
+12,852
+3% +$3.27M 0.27% 79
2025
Q2
$86.2M Buy
394,451
+35,149
+10% +$5.68M 0.23% 100
2025
Q1
$50.2M Sell
359,302
-48,830
-12% -$7.95M 0.14% 159
2024
Q4
$68M Buy
408,132
+55,161
+16% +$9.8M 0.19% 107
2024
Q3
$60.1M Sell
352,971
-8,253
-2% -$1.2M 0.17% 120
2024
Q2
$51M Buy
361,224
+2,845
+0.8% +$353K 0.16% 129
2024
Q1
$45M Buy
358,379
+26,478
+8% +$3.03M 0.13% 157
2023
Q4
$35M Sell
331,901
-37,205
-10% -$4.06M 0.11% 175
2023
Q3
$39.1M Buy
369,106
+10,679
+3% +$1.24M 0.15% 132
2023
Q2
$42.7M Sell
358,427
-7,775
-2% -$804K 0.15% 139
2023
Q1
$34M Sell
366,202
-16,915
-4% -$1.48M 0.14% 141
2022
Q4
$31.3M Buy
383,117
+12,423
+3% +$944K 0.12% 164
2022
Q3
$22.6M Buy
370,694
+18,291
+5% +$1.34M 0.1% 206
2022
Q2
$24.2M Sell
352,403
-8,261
-2% -$605K 0.11% 189
2022
Q1
$29.8M Buy
360,664
+8,946
+3% +$725K 0.13% 161
2021
Q4
$30.7M Buy
351,718
+6,084
+2% +$571K 0.12% 177
2021
Q3
$30.1M Sell
345,634
-7,643
-2% -$675K 0.13% 159
2021
Q2
$27.5M Buy
353,277
+22,603
+7% +$1.77M 0.12% 173
2021
Q1
$23.2M Buy
330,674
+8,796
+3% +$569K 0.11% 180
2020
Q4
$20.8M Buy
321,878
+25,100
+8% +$1.49M 0.1% 196
2020
Q3
$17.7M Buy
296,778
+31,193
+12% +$1.77M 0.1% 199
2020
Q2
$14.7M Buy
265,585
+3,317
+1% +$176K 0.09% 224
2020
Q1
$12.7M Sell
262,268
-87,515
-25% -$4.52M 0.1% 218
2019
Q4
$18.5M Sell
349,783
-55,057
-14% -$3.03M 0.12% 191
2019
Q3
$22.3M Buy
404,840
+22,127
+6% +$1.22M 0.16% 151
2019
Q2
$21.8M Sell
382,713
-97,077
-20% -$5.25M 0.17% 144
2019
Q1
$25.8M Sell
479,790
-77,002
-14% -$3.92M 0.21% 115
2018
Q4
$25.1M Sell
556,792
-19,296
-3% -$925K 0.24% 96
2018
Q3
$29.7M Sell
576,088
-33,232
-5% -$1.61M 0.26% 88
2018
Q2
$26.8M Buy
609,320
+17,944
+3% +$827K 0.26% 88
2018
Q1
$27.1M Buy
591,376
+68,731
+13% +$3.42M 0.27% 89
2017
Q4
$24.7M Buy
522,645
+74,056
+17% +$3.63M 0.26% 90
2017
Q3
$21.7M Buy
448,589
+54,115
+14% +$2.69M 0.25% 93
2017
Q2
$19.8M Buy
394,474
+22,798
+6% +$1.04M 0.25% 92
2017
Q1
$16.6M Buy
371,676
+127,711
+52% +$5.32M 0.22% 101
2016
Q4
$9.38M Buy
243,965
+44,962
+23% +$1.76M 0.14% 179
2016
Q3
$7.82M Buy
+199,003
New +$8.11M 0.14% 176
2016
Q2
Sell
-175,870
Closed -$7.2M 1016
2016
Q1
$7.2M Buy
175,870
+600
+0.3% +$22.2K 0.19% 132
2015
Q4
$6.4M Sell
175,270
-12,739
-7% -$486K 0.17% 150
2015
Q3
$6.79M Buy
188,009
+3,646
+2% +$140K 0.19% 129
2015
Q2
$7.43M Buy
184,363
+18,337
+11% +$795K 0.16% 150
2015
Q1
$7.16M Buy
166,026
+5,216
+3% +$226K 0.13% 189
2014
Q4
$7.23M Buy
160,810
+2,053
+1% +$83.5K 0.14% 161
2014
Q3
$6.08M Buy
158,757
+2,035
+1% +$82.4K 0.13% 193
2014
Q2
$6.35M Buy
156,722
+31,115
+25% +$1.28M 0.14% 169
2014
Q1
$5.14M Buy
125,607
+43,105
+52% +$1.64M 0.12% 197
2013
Q4
$3.16M Buy
82,502
+12,714
+18% +$437K 0.08% 292
2013
Q3
$2.31M Buy
69,788
+29,894
+75% +$970K 0.07% 339
2013
Q2
$1.23M Buy
+39,894
New +$1.32M 0.13% 191

Other funds holding ORCL

Janney Montgomery Scott's ORCL Position: Q2 2026 in Review

Janney Montgomery Scott increased its Oracle (ORCL) stake by 0.2% in Q2 2026, buying an estimated $150K and bringing the position to 421,145 shares worth $61.7M. The position accounts for 0.12% of the portfolio, ranked #177.

Janney Montgomery Scott first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $115M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Janney Montgomery Scott held 421,145 shares of Oracle worth $61.7M as of Q2 2026.
  • Janney Montgomery Scott bought 829 Oracle shares in Q2 2026, an estimated $150K.
  • Oracle made up 0.12% of Janney Montgomery Scott's portfolio in Q2 2026, its #177 holding.
  • Janney Montgomery Scott first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Janney Montgomery Scott's Oracle position peaked at $115M in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.