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Jones Kertz & Associates’s Oracle ORCL Stock Holding History

Jones Kertz & 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 		$5.86M Sell
39,960
-2,350
-6% -$426K 2.7% 10
2026
Q1 		$6.22M Sell
42,310
-170
-0.4% -$27.6K 3.3% 7
2025
Q4 		$8.28M Buy
+42,480
New +$10.1M 4.26% 6

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jones Kertz & Associates's ORCL Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Oracle (ORCL) stake by 5.6% in Q2 2026, selling an estimated $426K and leaving 39,960 shares worth $5.86M. The position accounts for 2.7% of the portfolio, ranked #10.

Jones Kertz & Associates first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.28M in Q4 2025. 2,144 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Jones Kertz & Associates held 39,960 shares of Oracle worth $5.86M as of Q2 2026.
  • Jones Kertz & Associates sold 2,350 Oracle shares in Q2 2026, an estimated $426K.
  • Oracle made up 2.7% of Jones Kertz & Associates's portfolio in Q2 2026, its #10 holding.
  • Jones Kertz & Associates first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Oracle position peaked at $8.28M in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.