Johnson Bixby & Associates’s Oracle ORCL Stock Holding History

Johnson Bixby & Associates’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	$472K	Hold	3,220	–	–	0.05%	77
2026 Q1	$474K	Hold	3,220	–	–	0.06%	79
2025 Q4	$628K	Sell	3,220 -180	-5%	-$42.9K	0.08%	64
2025 Q3	$956K	Hold	3,400	–	–	0.12%	53
2025 Q2	$743K	Hold	3,400	–	–	0.1%	55
2025 Q1	$475K	Hold	3,400	–	–	0.07%	67
2024 Q4	$567K	Sell	3,400 -100	-3%	-$17.8K	0.09%	62
2024 Q3	$596K	Buy	3,500 +100	+3%	+$14.5K	0.09%	60
2024 Q2	$480K	Hold	3,400	–	–	0.08%	64
2024 Q1	$427K	Hold	3,400	–	–	0.07%	72
2023 Q4	$358K	Hold	3,400	–	–	0.07%	73
2023 Q3	$360K	Buy	3,400 +202	+6%	+$23.4K	0.08%	67
2023 Q2	$381K	Hold	3,198	–	–	0.08%	69
2023 Q1	$297K	Hold	3,198	–	–	0.07%	79
2022 Q4	$261K	Buy	+3,198	New	+$243K	0.06%	85
2022 Q3	–	Sell	-3,198	Closed	-$223K	–	100
2022 Q2	$223K	Hold	3,198	–	–	0.05%	94
2022 Q1	$265K	Hold	3,198	–	–	0.07%	77
2021 Q4	$279K	Hold	3,198	–	–	0.07%	71
2021 Q3	$279K	Hold	3,198	–	–	0.08%	68
2021 Q2	$284K	Hold	3,198	–	–	0.08%	68
2021 Q1	$224K	Hold	3,198	–	–	0.07%	73
2020 Q4	$207K	Buy	+3,198	New	+$190K	0.07%	74

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

Johnson Bixby & Associates's ORCL Position: Q2 2026 in Review

Johnson Bixby & Associates held its Oracle (ORCL) position steady in Q2 2026 at 3,220 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #77.

Johnson Bixby & Associates first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $956K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Johnson Bixby & Associates held 3,220 shares of Oracle worth $472K as of Q2 2026.
Johnson Bixby & Associates left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.05% of Johnson Bixby & Associates's portfolio in Q2 2026, its #77 holding.
Johnson Bixby & Associates first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
Johnson Bixby & Associates's Oracle position peaked at $956K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.