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JNBA Financial Advisors’s Oracle ORCL Stock Holding History

JNBA Financial 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 		$976K Buy
6,658
+34
+0.5% +$6.16K 0.07% 104
2026
Q1 		$974K Buy
6,624
+34
+0.5% +$5.53K 0.08% 96
2025
Q4 		$1.28M Buy
6,590
+31
+0.5% +$7.38K 0.11% 80
2025
Q3 		$1.84M Buy
6,559
+392
+6% +$99.8K 0.17% 66
2025
Q2 		$1.35M Sell
6,167
-100
-2% -$16.1K 0.13% 78
2025
Q1 		$876K Buy
6,267
+100
+2% +$16.3K 0.09% 93
2024
Q4 		$1.03M Hold
6,167
– – 0.1% 86
2024
Q3 		$1.05M Sell
6,167
-954
-13% -$138K 0.11% 85
2024
Q2 		$1.01M Sell
7,121
-600
-8% -$74.5K 0.11% 88
2024
Q1 		$970K Hold
7,721
– – 0.1% 99
2023
Q4 		$814K Sell
7,721
-643
-8% -$70.2K 0.09% 109
2023
Q3 		$886K Sell
8,364
-80
-0.9% -$9.26K 0.11% 100
2023
Q2 		$1.01M Sell
8,444
-787
-9% -$81.4K 0.12% 97
2023
Q1 		$858K Sell
9,231
-216
-2% -$18.9K 0.11% 106
2022
Q4 		$772K Sell
9,447
-1,182
-11% -$89.8K 0.11% 109
2022
Q3 		$649K Buy
10,629
+48
+0.5% +$3.51K 0.1% 113
2022
Q2 		$739K Buy
10,581
+335
+3% +$24.5K 0.11% 105
2022
Q1 		$848K Sell
10,246
-732
-7% -$59.3K 0.11% 98
2021
Q4 		$957K Buy
10,978
+21
+0.2% +$1.97K 0.12% 98
2021
Q3 		$955K Sell
10,957
-28
-0.3% -$2.47K 0.13% 91
2021
Q2 		$855K Sell
10,985
-164
-1% -$12.8K 0.12% 96
2021
Q1 		$782K Buy
11,149
+2,180
+24% +$141K 0.11% 98
2020
Q4 		$580K Hold
8,969
– – 0.1% 102
2020
Q3 		$535K Hold
8,969
– – 0.11% 95
2020
Q2 		$496K Hold
8,969
– – 0.11% 94
2020
Q1 		$433K Hold
8,969
– – 0.1% 95
2019
Q4 		$475K Buy
8,969
+276
+3% +$15.2K 0.09% 100
2019
Q3 		$478K Sell
8,693
-140
-2% -$7.73K 0.1% 96
2019
Q2 		$503K Buy
8,833
+377
+4% +$20.4K 0.1% 96
2019
Q1 		$454K Buy
8,456
+1,246
+17% +$63.5K 0.1% 98
2018
Q4 		$326K Buy
7,210
+5,610
+351% +$269K 0.07% 106
2018
Q3 		$82K Sell
1,600
-7,790
-83% -$378K 0.04% 191
2018
Q2 		$414K Hold
9,390
– – 0.09% 95
2018
Q1 		$430K Buy
9,390
+100
+1% +$4.97K 0.09% 90
2017
Q4 		$439K Hold
9,290
– – 0.09% 90
2017
Q3 		$449K Hold
9,290
– – 0.1% 80
2017
Q2 		$466K Sell
9,290
-866
-9% -$39.5K 0.11% 79
2017
Q1 		$453K Sell
10,156
-148
-1% -$6.16K 0.11% 77
2016
Q4 		$396K Buy
10,304
+1,687
+20% +$66K 0.1% 81
2016
Q3 		$338K Sell
8,617
-1,742
-17% -$71K 0.05% 144
2016
Q2 		$424K Hold
10,359
– – 0.12% 70
2016
Q1 		$424K Sell
10,359
-160
-2% -$5.92K 0.15% 62
2015
Q4 		$384K Buy
10,519
+500
+5% +$19.1K 0.15% 68
2015
Q3 		$362K Hold
10,019
– – 0.15% 66
2015
Q2 		$404K Sell
10,019
-204
-2% -$8.85K 0.15% 61
2015
Q1 		$441K Sell
10,223
-613
-6% -$26.6K 0.17% 59
2014
Q4 		$487K Hold
10,836
– – 0.2% 55
2014
Q3 		$415K Buy
10,836
+3,260
+43% +$132K 0.19% 59
2014
Q2 		$307K Buy
7,576
+4,059
+115% +$167K 0.15% 70
2014
Q1 		$144K Buy
3,517
+200
+6% +$7.61K 0.08% 102
2013
Q4 		$127K Hold
3,317
– – 0.07% 101
2013
Q3 		$110K Hold
3,317
– – 0.07% 107
2013
Q2 		$102K Buy
+3,317
New +$110K 0.07% 108

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

JNBA Financial Advisors's ORCL Position: Q2 2026 in Review

JNBA Financial Advisors increased its Oracle (ORCL) stake by 0.51% in Q2 2026, buying an estimated $6.16K and bringing the position to 6,658 shares worth $976K. The position accounts for 0.07% of the portfolio, ranked #104.

JNBA Financial Advisors first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.84M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • JNBA Financial Advisors held 6,658 shares of Oracle worth $976K as of Q2 2026.
  • JNBA Financial Advisors bought 34 Oracle shares in Q2 2026, an estimated $6.16K.
  • Oracle made up 0.07% of JNBA Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • JNBA Financial Advisors first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's Oracle position peaked at $1.84M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.