Johnson Financial Group Inc (Wisconsin)’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.65M | Sell |
11,245
-799
| -7% | -$130K | 0.06% | 135 |
|
|
2025
Q4 | $2.35M | Buy |
12,044
+439
| +4% | +$105K | 0.09% | 111 |
|
|
2025
Q3 | $3.26M | Buy |
11,605
+1,631
| +16% | +$415K | 0.12% | 90 |
|
|
2025
Q2 | $2.18M | Sell |
9,974
-199
| -2% | -$32.1K | 0.1% | 110 |
|
|
2025
Q1 | $1.42M | Buy |
10,173
+140
| +1% | +$22.8K | 0.07% | 132 |
|
|
2024
Q4 | $1.71M | Sell |
10,033
-2,467
| -20% | -$438K | 0.08% | 119 |
|
|
2024
Q3 | $2.13M | Buy |
12,500
+948
| +8% | +$137K | 0.1% | 108 |
|
|
2024
Q2 | $1.63M | Buy |
11,552
+5,298
| +85% | +$658K | 0.08% | 112 |
|
|
2024
Q1 | $786K | Sell |
6,254
-1,048
| -14% | -$120K | 0.04% | 142 |
|
|
2023
Q4 | $770K | Sell |
7,302
-602
| -8% | -$65.7K | 0.04% | 138 |
|
|
2023
Q3 | $837K | Sell |
7,904
-208
| -3% | -$24.1K | 0.06% | 126 |
|
|
2023
Q2 | $966K | Buy |
8,112
+2,599
| +47% | +$269K | 0.07% | 126 |
|
|
2023
Q1 | $512K | Buy |
5,513
+328
| +6% | +$28.8K | 0.04% | 181 |
|
|
2022
Q4 | $424K | Sell |
5,185
-548
| -10% | -$41.6K | 0.03% | 179 |
|
|
2022
Q3 | $422K | Sell |
5,733
-6,288
| -52% | -$460K | 0.04% | 175 |
|
|
2022
Q2 | $840K | Sell |
12,021
-488
| -4% | -$35.7K | 0.06% | 136 |
|
|
2022
Q1 | $1.03M | Sell |
12,509
-1,871
| -13% | -$152K | 0.07% | 131 |
|
|
2021
Q4 | $1.25M | Buy |
14,380
+1,489
| +12% | +$140K | 0.08% | 116 |
|
|
2021
Q3 | $1.12M | Sell |
12,891
-911
| -7% | -$80.5K | 0.08% | 122 |
|
|
2021
Q2 | $1.07M | Sell |
13,802
-2,509
| -15% | -$196K | 0.07% | 126 |
|
|
2021
Q1 | $1.15M | Sell |
16,311
-824
| -5% | -$53.4K | 0.08% | 117 |
|
|
2020
Q4 | $1.11M | Sell |
17,135
-740
| -4% | -$44.1K | 0.09% | 102 |
|
|
2020
Q3 | $1.07M | Buy |
17,875
+134
| +0.8% | +$7.61K | 0.11% | 90 |
|
|
2020
Q2 | $981K | Sell |
17,741
-309
| -2% | -$16.4K | 0.11% | 87 |
|
|
2020
Q1 | $873K | Buy |
18,050
+973
| +6% | +$50.2K | 0.1% | 98 |
|
|
2019
Q4 | $905K | Sell |
17,077
-29,263
| -63% | -$1.61M | 0.08% | 108 |
|
|
2019
Q3 | $2.55M | Buy |
46,340
+10,248
| +28% | +$566K | 0.23% | 64 |
|
|
2019
Q2 | $2.06M | Sell |
36,092
-1,935
| -5% | -$105K | 0.18% | 79 |
|
|
2019
Q1 | $2.04M | Buy |
38,027
+1,506
| +4% | +$76.7K | 0.18% | 79 |
|
|
2018
Q4 | $1.65M | Sell |
36,521
-256
| -0.7% | -$12.3K | 0.17% | 85 |
|
|
2018
Q3 | $1.9M | Buy |
36,777
+407
| +1% | +$19.8K | 0.19% | 82 |
|
|
2018
Q2 | $1.6M | Sell |
36,370
-1,037
| -3% | -$47.8K | 0.18% | 94 |
|
|
2018
Q1 | $1.71M | Sell |
37,407
-2,348
| -6% | -$117K | 0.2% | 88 |
|
|
2017
Q4 | $1.88M | Buy |
39,755
+165
| +0.4% | +$8.09K | 0.23% | 84 |
|
|
2017
Q3 | $1.91M | Buy |
39,590
+1,330
| +3% | +$66.2K | 0.25% | 76 |
|
|
2017
Q2 | $1.92M | Sell |
38,260
-13,853
| -27% | -$631K | 0.28% | 78 |
|
|
2017
Q1 | $2.32M | Buy |
52,113
+5,590
| +12% | +$233K | 0.29% | 80 |
|
|
2016
Q4 | $1.79M | Buy |
46,523
+3,546
| +8% | +$139K | 0.25% | 93 |
|
|
2016
Q3 | $1.69M | Sell |
42,977
-2,520
| -6% | -$103K | 0.23% | 94 |
|
|
2016
Q2 | $1.86M | Buy |
45,497
+25,092
| +123% | +$1M | 0.26% | 86 |
|
|
2016
Q1 | $835K | Sell |
20,405
-594
| -3% | -$22K | 0.17% | 125 |
|
|
2015
Q4 | $767K | Sell |
20,999
-1,432
| -6% | -$54.7K | 0.16% | 126 |
|
|
2015
Q3 | $811K | Sell |
22,431
-36,681
| -62% | -$1.41M | 0.18% | 121 |
|
|
2015
Q2 | $2.38M | Buy |
59,112
+2,589
| +5% | +$112K | 0.49% | 47 |
|
|
2015
Q1 | $2.44M | Sell |
56,523
-1,243
| -2% | -$53.9K | 0.52% | 40 |
|
|
2014
Q4 | $2.6M | Buy |
57,766
+4,957
| +9% | +$202K | 0.6% | 36 |
|
|
2014
Q3 | $2.02M | Sell |
52,809
-167
| -0.3% | -$6.76K | 0.53% | 47 |
|
|
2014
Q2 | $2.15M | Buy |
52,976
+5,148
| +11% | +$212K | 0.57% | 42 |
|
|
2014
Q1 | $1.96M | Sell |
47,828
-553
| -1% | -$21K | 0.57% | 40 |
|
|
2013
Q4 | $1.85M | Buy |
48,381
+1,062
| +2% | +$36.5K | 0.54% | 41 |
|
|
2013
Q3 | $1.57M | Buy |
47,319
+1,060
| +2% | +$34.4K | 0.48% | 49 |
|
|
2013
Q2 | $1.42M | Buy |
+46,259
| New | +$1.53M | 0.4% | 50 |
|
Other funds holding ORCL
VCM
VPM
Johnson Financial Group Inc (Wisconsin)'s ORCL Position: Q1 2026 in Review
Johnson Financial Group Inc (Wisconsin) reduced its Oracle (ORCL) stake by 6.6% in Q1 2026, selling an estimated $130K and leaving 11,245 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #135.
Johnson Financial Group Inc (Wisconsin) first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.26M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) held 11,245 shares of Oracle worth $1.65M as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) sold 799 Oracle shares in Q1 2026, an estimated $130K.
- Oracle made up 0.06% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #135 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
- Johnson Financial Group Inc (Wisconsin)'s Oracle position peaked at $3.26M in Q3 2025.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.