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Joseph Group Capital Management’s Oracle ORCL Stock Holding History

Joseph Group Capital 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 		$72.1K Buy
492
+233
+90% +$42.2K 0.02% 113
2026
Q1 		$38.1K Buy
259
+112
+76% +$18.2K 0.01% 118
2025
Q4 		$28.7K Buy
+147
New +$35K 0.01% 108

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 $3.38T AUM 44.17% 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

Joseph Group Capital Management's ORCL Position: Q2 2026 in Review

Joseph Group Capital Management increased its Oracle (ORCL) stake by 90% in Q2 2026, buying an estimated $42.2K and bringing the position to 492 shares worth $72.1K. The position accounts for 0.02% of the portfolio, ranked #113.

Joseph Group Capital Management first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Joseph Group Capital Management held 492 shares of Oracle worth $72.1K as of Q2 2026.
  • Joseph Group Capital Management bought 233 Oracle shares in Q2 2026, an estimated $42.2K.
  • Oracle made up 0.02% of Joseph Group Capital Management's portfolio in Q2 2026, its #113 holding.
  • Joseph Group Capital Management first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.