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Johnson Wealth Management’s Oracle ORCL Stock Holding History

Johnson 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 		$266K Buy
1,817
+43
+2% +$7.79K 0.11% 47
2026
Q1 		$261K Sell
1,774
-120
-6% -$19.5K 0.13% 46
2025
Q4 		$369K Sell
1,894
-59
-3% -$14K 0.18% 38
2025
Q3 		$549K Buy
+1,953
New +$497K 0.3% 32

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Johnson Wealth Management increased its Oracle (ORCL) stake by 2.4% in Q2 2026, buying an estimated $7.79K and bringing the position to 1,817 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #47.

Johnson Wealth Management first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $549K in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Johnson Wealth Management held 1,817 shares of Oracle worth $266K as of Q2 2026.
  • Johnson Wealth Management bought 43 Oracle shares in Q2 2026, an estimated $7.79K.
  • Oracle made up 0.11% of Johnson Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Johnson Wealth Management first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Johnson Wealth Management's Oracle position peaked at $549K in Q3 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Johnson Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.