JAG
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Journey Advisory Group’s Oracle ORCL Stock Holding History

Journey Advisory Group’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 		$1.98M Buy
13,503
+32
+0.2% +$5.8K 0.15% 121
2026
Q1 		$1.98M Sell
13,471
-1,243
-8% -$202K 0.17% 111
2025
Q4 		$2.87M Sell
14,714
-2,897
-16% -$690K 0.24% 104
2025
Q3 		$4.95M Sell
17,611
-3,755
-18% -$956K 0.37% 70
2025
Q2 		$4.67M Sell
21,366
-1,258
-6% -$203K 0.36% 68
2025
Q1 		$3.16M Buy
22,624
+1,069
+5% +$174K 0.26% 95
2024
Q4 		$3.04M Hold
21,555
– – 0.36% 69
2024
Q3 		$3.04M Hold
21,555
– – 0.36% 69
2024
Q2 		$3.04M Sell
21,555
-1,131
-5% -$140K 0.36% 69
2024
Q1 		$2.85M Sell
22,686
-7,491
-25% -$857K 0.35% 71
2023
Q4 		$3.18M Sell
30,177
-270
-0.9% -$29.5K 0.43% 64
2023
Q3 		$3.22M Buy
30,447
+560
+2% +$64.8K 0.48% 65
2023
Q2 		$3.56M Sell
29,887
-4,354
-13% -$450K 0.53% 59
2023
Q1 		$3.18M Sell
34,241
-9,668
-22% -$848K 0.5% 58
2022
Q4 		$3.59M Sell
43,909
-1,355
-3% -$103K 0.89% 29
2022
Q3 		$2.76M Sell
45,264
-3,102
-6% -$227K 0.71% 35
2022
Q2 		$3.75M Buy
48,366
+4,479
+10% +$328K 0.86% 23
2022
Q1 		$3.63M Sell
43,887
-1,432
-3% -$116K 0.92% 25
2021
Q4 		$3.95M Sell
45,319
-203
-0.4% -$19.1K 1.09% 20
2021
Q3 		$3.97M Sell
45,522
-2,406
-5% -$213K 1.29% 17
2021
Q2 		$3.73M Sell
47,928
-83
-0.2% -$6.5K 1.19% 17
2021
Q1 		$3.37M Sell
48,011
-418
-0.9% -$27.1K 1.18% 19
2020
Q4 		$3.13M Buy
+48,429
New +$2.88M 1.17% 22

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Journey Advisory Group's ORCL Position: Q2 2026 in Review

Journey Advisory Group increased its Oracle (ORCL) stake by 0.24% in Q2 2026, buying an estimated $5.8K and bringing the position to 13,503 shares worth $1.98M. The position accounts for 0.15% of the portfolio, ranked #121.

Journey Advisory Group first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.95M in Q3 2025. 2,613 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Journey Advisory Group held 13,503 shares of Oracle worth $1.98M as of Q2 2026.
  • Journey Advisory Group bought 32 Oracle shares in Q2 2026, an estimated $5.8K.
  • Oracle made up 0.15% of Journey Advisory Group's portfolio in Q2 2026, its #121 holding.
  • Journey Advisory Group first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's Oracle position peaked at $4.95M in Q3 2025.
  • 2,613 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.