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JFS Wealth Advisors’s Oracle ORCL Stock Holding History

JFS Wealth 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 		$351K Buy
2,393
+126
+6% +$22.8K 0.02% 269
2026
Q1 		$334K Sell
2,267
-73
-3% -$11.9K 0.02% 265
2025
Q4 		$456K Buy
2,340
+238
+11% +$56.7K 0.03% 237
2025
Q3 		$591K Hold
2,102
– – 0.03% 216
2025
Q2 		$460K Sell
2,102
-105
-5% -$17K 0.03% 212
2025
Q1 		$309K Sell
2,207
-113
-5% -$18.4K 0.02% 256
2024
Q4 		$387K Sell
2,320
-179
-7% -$31.8K 0.03% 220
2024
Q3 		$426K Buy
2,499
+9
+0.4% +$1.3K 0.03% 211
2024
Q2 		$352K Sell
2,490
-121
-5% -$15K 0.03% 180
2024
Q1 		$328K Sell
2,611
-59
-2% -$6.75K 0.03% 195
2023
Q4 		$281K Buy
2,670
+327
+14% +$35.7K 0.02% 197
2023
Q3 		$248K Sell
2,343
-55
-2% -$6.37K 0.02% 201
2023
Q2 		$286K Sell
2,398
-80
-3% -$8.27K 0.03% 183
2023
Q1 		$230K Sell
2,478
-410
-14% -$36K 0.02% 203
2022
Q4 		$236K Sell
2,888
-409
-12% -$31.1K 0.02% 202
2022
Q3 		$201K Hold
3,297
– – 0.02% 211
2022
Q2 		$230K Buy
3,297
+945
+40% +$69.2K 0.02% 197
2022
Q1 		$195K Buy
2,352
+244
+12% +$19.8K 0.02% 226
2021
Q4 		$184K Buy
2,108
+268
+15% +$25.2K 0.02% 238
2021
Q3 		$160K Sell
1,840
-334
-15% -$29.5K 0.02% 245
2021
Q2 		$169K Hold
2,174
– – 0.03% 182
2021
Q1 		$153K Sell
2,174
-247
-10% -$16K 0.03% 163
2020
Q4 		$157K Hold
2,421
– – 0.03% 153
2020
Q3 		$145K Hold
2,421
– – 0.03% 154
2020
Q2 		$134K Hold
2,421
– – 0.03% 157
2020
Q1 		$117K Buy
2,421
+232
+11% +$12K 0.04% 156
2019
Q4 		$116K Sell
2,189
-134
-6% -$7.38K 0.03% 182
2019
Q3 		$128K Buy
2,323
+16
+0.7% +$884 0.03% 168
2019
Q2 		$131K Sell
2,307
-205
-8% -$11.1K 0.03% 164
2019
Q1 		$135K Buy
2,512
+207
+9% +$10.5K 0.04% 160
2018
Q4 		$104K Sell
2,305
-699
-23% -$33.5K 0.03% 170
2018
Q3 		$155K Sell
3,004
-148
-5% -$7.19K 0.04% 158
2018
Q2 		$139K Sell
3,152
-192
-6% -$8.85K 0.04% 163
2018
Q1 		$153K Buy
3,344
+1
+0% +$50 0.04% 158
2017
Q4 		$158K Buy
3,343
+344
+11% +$16.9K 0.04% 159
2017
Q3 		$145K Buy
2,999
+1
+0% +$50 0.04% 162
2017
Q2 		$150K Buy
2,998
+702
+31% +$32K 0.04% 149
2017
Q1 		$88K Hold
2,296
– – 0.02% 177
2016
Q4 		$88K Buy
2,296
+1
+0% +$39 0.02% 177
2016
Q3 		$90K Sell
2,295
-4,899
-68% -$200K 0.03% 185
2016
Q2 		$294K Buy
7,194
+4,580
+175% +$183K 0.08% 127
2016
Q1 		$107K Sell
2,614
-28
-1% -$1.04K 0.03% 169
2015
Q4 		$97K Buy
2,642
+101
+4% +$3.86K 0.03% 179
2015
Q3 		$92K Buy
+2,541
New +$97.7K 0.04% 161
2014
Q1 		– Sell
-8,589
Closed -$329K – 124
2013
Q4 		$329K Sell
8,589
-469
-5% -$16.1K 0.14% 90
2013
Q3 		$300K Sell
9,058
-432
-5% -$14K 0.14% 91
2013
Q2 		$291K Buy
+9,490
New +$315K 0.15% 90

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

JFS Wealth Advisors's ORCL Position: Q2 2026 in Review

JFS Wealth Advisors increased its Oracle (ORCL) stake by 5.6% in Q2 2026, buying an estimated $22.8K and bringing the position to 2,393 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #269.

JFS Wealth Advisors first reported a position in ORCL in Q2 2013 and has held it in 47 quarters since. The position peaked at $591K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • JFS Wealth Advisors held 2,393 shares of Oracle worth $351K as of Q2 2026.
  • JFS Wealth Advisors bought 126 Oracle shares in Q2 2026, an estimated $22.8K.
  • Oracle made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #269 holding.
  • JFS Wealth Advisors first reported a position in Oracle in Q2 2013 and has held it in 47 quarters since.
  • JFS Wealth Advisors's Oracle position peaked at $591K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.