JCIC Asset Management’s Oracle ORCL Stock Holding History

JCIC Asset 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	$14K	Hold	95	–	–	﹤0.01%	104
2026 Q1	$14K	Hold	95	–	–	﹤0.01%	104
2025 Q4	$18.5K	Buy	95 +68	+252%	+$16.2K	0.01%	96
2025 Q3	$7.59K	Buy	+27	New	+$6.88K	﹤0.01%	110
2025 Q1	$3.77K	Hold	27	–	–	﹤0.01%	119
2024 Q4	$4.5K	Hold	27	–	–	﹤0.01%	106
2024 Q3	$4.6K	Hold	27	–	–	﹤0.01%	99
2024 Q2	$3.81K	Hold	27	–	–	﹤0.01%	101
2024 Q1	$3.39K	Hold	27	–	–	﹤0.01%	105
2023 Q4	$2.85K	Hold	27	–	–	﹤0.01%	109
2023 Q3	$2.86K	Hold	27	–	–	﹤0.01%	106
2023 Q2	$3.21K	Hold	27	–	–	﹤0.01%	106
2023 Q1	$2.51K	Hold	27	–	–	﹤0.01%	104
2022 Q4	$2K	Hold	27	–	–	﹤0.01%	110
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	112
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	103
2022 Q1	$2K	Hold	27	–	–	﹤0.01%	120
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	123
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	116
2021 Q2	$3K	Hold	27	–	–	﹤0.01%	119
2021 Q1	$2K	Hold	27	–	–	﹤0.01%	120
2020 Q4	$2K	Sell	27 -1,150	-98%	-$68.5K	﹤0.01%	103
2020 Q3	$70K	Hold	1,177	–	–	0.03%	62
2020 Q2	$65K	Buy	1,177 +27	+2%	+$1.43K	0.03%	61
2020 Q1	$56K	Buy	1,150 +315	+38%	+$16.3K	0.03%	58
2019 Q4	$44K	Hold	835	–	–	0.02%	68
2019 Q3	$46K	Hold	835	–	–	0.02%	66
2019 Q2	$48K	Hold	835	–	–	0.02%	66
2019 Q1	$45K	Hold	835	–	–	0.02%	68
2018 Q4	$38K	Hold	835	–	–	0.02%	61
2018 Q3	$43K	Buy	+835	New	+$40.6K	0.01%	67
2015 Q1	–	Sell	-200	Closed	-$9K	–	108
2014 Q4	$9K	Sell	200 -1,100	-85%	-$44.8K	﹤0.01%	83
2014 Q3	$50K	Sell	1,300 -300	-19%	-$12.1K	0.01%	54
2014 Q2	$65K	Buy	+1,600	New	+$65.8K	0.01%	48
2014 Q1	–	Sell	-2,120	Closed	-$81K	–	67
2013 Q4	$81K	Sell	2,120 -355,435	-99%	-$12.2M	0.02%	45
2013 Q3	$11.9M	Buy	357,555 +12,340	+4%	+$400K	2.13%	22
2013 Q2	$10.6M	Buy	+345,215	New	+$11.5M	2.07%	27

Other funds holding ORCL

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

JCIC Asset Management's ORCL Position: Q2 2026 in Review

JCIC Asset Management held its Oracle (ORCL) position steady in Q2 2026 at 95 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #104.

JCIC Asset Management first reported a position in ORCL in Q2 2013 and has held it in 37 quarters since. The position peaked at $11.9M in Q3 2013. 755 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

JCIC Asset Management held 95 shares of Oracle worth $14K as of Q2 2026.
JCIC Asset Management left its Oracle share count unchanged in Q2 2026.
Oracle made up ﹤0.01% of JCIC Asset Management's portfolio in Q2 2026, its #104 holding.
JCIC Asset Management first reported a position in Oracle in Q2 2013 and has held it in 37 quarters since.
JCIC Asset Management's Oracle position peaked at $11.9M in Q3 2013.
755 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.