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Journey Retirement Planning & Investment Management’s Oracle ORCL Stock Holding History

Journey Retirement Planning & Investment 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 		$1.7M Sell
11,591
-1,536
-12% -$278K 1.32% 14
2026
Q1 		$1.93M Sell
13,127
-42,333
-76% -$6.88M 1.7% 13
2025
Q4 		$10.8M Buy
+55,460
New +$13.2M 2.22% 10

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Journey Retirement Planning & Investment Management's ORCL Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Oracle (ORCL) stake by 12% in Q2 2026, selling an estimated $278K and leaving 11,591 shares worth $1.7M. The position accounts for 1.32% of the portfolio, ranked #14.

Journey Retirement Planning & Investment Management first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8M in Q4 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 11,591 shares of Oracle worth $1.7M as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 1,536 Oracle shares in Q2 2026, an estimated $278K.
  • Oracle made up 1.32% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #14 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Oracle position peaked at $10.8M in Q4 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.