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JGP Wealth Management’s Oracle ORCL Stock Holding History

JGP 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 		$2.17M Sell
14,775
-1,435
-9% -$260K 0.19% 67
2026
Q1 		$2.38M Sell
16,210
-1,566
-9% -$255K 0.25% 65
2025
Q4 		$3.46M Buy
17,776
+541
+3% +$129K 0.36% 59
2025
Q3 		$4.98M Buy
17,235
+621
+4% +$158K 0.55% 47
2025
Q2 		$3.63M Sell
16,614
-1,479
-8% -$239K 0.44% 52
2025
Q1 		$2.53M Sell
18,093
-789
-4% -$128K 0.33% 53
2024
Q4 		$3.15M Buy
18,882
+20
+0.1% +$3.55K 0.41% 52
2024
Q3 		$3.21M Buy
18,862
+502
+3% +$72.7K 0.41% 52
2024
Q2 		$2.59M Sell
18,360
-309
-2% -$38.4K 0.37% 54
2024
Q1 		$2.35M Sell
18,669
-57
-0.3% -$6.52K 0.34% 57
2023
Q4 		$1.97M Sell
18,726
-22
-0.1% -$2.4K 0.29% 58
2023
Q3 		$1.99M Buy
18,748
+9,190
+96% +$1.06M 0.33% 60
2023
Q2 		$1.14M Sell
9,558
-50
-0.5% -$5.17K 0.19% 77
2023
Q1 		$893K Sell
9,608
-80
-0.8% -$7.01K 0.16% 80
2022
Q4 		$792K Sell
9,688
-71
-0.7% -$5.4K 0.15% 85
2022
Q3 		$618K Buy
9,759
+611
+7% +$44.7K 0.13% 94
2022
Q2 		$656K Buy
9,148
+2,662
+41% +$195K 0.13% 91
2022
Q1 		$525K Buy
6,486
+260
+4% +$21.1K 0.1% 106
2021
Q4 		$538K Buy
6,226
+46
+0.7% +$4.32K 0.1% 96
2021
Q3 		$538K Hold
6,180
– – 0.12% 96
2021
Q2 		$481K Buy
6,180
+60
+1% +$4.7K 0.1% 104
2021
Q1 		$429K Hold
6,120
– – 0.1% 105
2020
Q4 		$388K Hold
6,120
– – 0.09% 105
2020
Q3 		$371K Sell
6,120
-16
-0.3% -$909 0.1% 94
2020
Q2 		$348K Hold
6,136
– – 0.1% 95
2020
Q1 		$320K Sell
6,136
-64
-1% -$3.3K 0.11% 99
2019
Q4 		$335K Hold
6,200
– – 0.1% 103
2019
Q3 		$330K Hold
6,200
– – 0.11% 100
2019
Q2 		$353K Buy
6,200
+2,000
+48% +$108K 0.13% 101
2019
Q1 		$226K Buy
+4,200
New +$214K 0.09% 113
2018
Q4 		– Sell
-4,200
Closed -$217K – 122
2018
Q3 		$217K Sell
4,200
-2,050
-33% -$99.6K 0.09% 114
2018
Q2 		$275K Buy
+6,250
New +$288K 0.11% 100

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JGP Wealth Management's ORCL Position: Q2 2026 in Review

JGP Wealth Management reduced its Oracle (ORCL) stake by 8.9% in Q2 2026, selling an estimated $260K and leaving 14,775 shares worth $2.17M. The position accounts for 0.19% of the portfolio, ranked #67.

JGP Wealth Management first reported a position in ORCL in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.98M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • JGP Wealth Management held 14,775 shares of Oracle worth $2.17M as of Q2 2026.
  • JGP Wealth Management sold 1,435 Oracle shares in Q2 2026, an estimated $260K.
  • Oracle made up 0.19% of JGP Wealth Management's portfolio in Q2 2026, its #67 holding.
  • JGP Wealth Management first reported a position in Oracle in Q2 2018 and has held it in 32 quarters since.
  • JGP Wealth Management's Oracle position peaked at $4.98M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.