Johnson Financial Group LLC (Colorado)’s Oracle ORCL Stock Holding History

Johnson Financial Group LLC (Colorado)’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 Q1	$469K	Buy	3,189 +890	+39%	+$145K	0.03%	96
2025 Q4	$448K	Buy	2,299 +370	+19%	+$88.1K	0.03%	72
2025 Q3	$543K	Buy	1,929 +21	+1%	+$5.35K	0.05%	46
2025 Q2	$417K	Sell	1,908 -819	-30%	-$132K	0.04%	50
2025 Q1	$381K	Buy	+2,727	New	+$444K	0.04%	55
2017 Q4	–	Sell	-4,534	Closed	-$219K	–	90
2017 Q3	$219K	Sell	4,534 -107	-2%	-$5.32K	0.18%	63
2017 Q2	$232K	Sell	4,641 -67	-1%	-$3.05K	0.2%	54
2017 Q1	$210K	Sell	4,708 -1,529	-25%	-$63.7K	0.24%	56
2016 Q4	$240K	Buy	+6,237	New	+$244K	0.19%	79

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s ORCL Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Oracle (ORCL) stake by 39% in Q1 2026, buying an estimated $145K and bringing the position to 3,189 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #96.

Johnson Financial Group LLC (Colorado) first reported a position in ORCL in Q4 2016 and has held it in 9 quarters since. The position peaked at $543K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 3,189 shares of Oracle worth $469K as of Q1 2026.
Johnson Financial Group LLC (Colorado) bought 890 Oracle shares in Q1 2026, an estimated $145K.
Oracle made up 0.03% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #96 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Oracle in Q4 2016 and has held it in 9 quarters since.
Johnson Financial Group LLC (Colorado)'s Oracle position peaked at $543K in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.