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Journey Strategic Wealth’s Oracle ORCL Stock Holding History

Journey Strategic Wealth’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
Q1 		$2.72M Buy
18,457
+1,566
+9% +$255K 0.07% 77
2025
Q4 		$3.29M Sell
16,891
-1,071
-6% -$255K 0.09% 64
2025
Q3 		$5.05M Buy
17,962
+214
+1% +$54.5K 0.14% 50
2025
Q2 		$3.88M Buy
17,748
+5,679
+47% +$917K 0.13% 60
2025
Q1 		$1.69M Sell
12,069
-1,268
-10% -$206K 0.06% 89
2024
Q4 		$2.22M Sell
13,337
-129
-1% -$22.9K 0.08% 67
2024
Q3 		$2.29M Buy
13,466
+4,289
+47% +$621K 0.08% 62
2024
Q2 		$1.3M Sell
9,177
-36
-0.4% -$4.47K 0.06% 71
2024
Q1 		$1.16M Buy
9,213
+3,567
+63% +$408K 0.05% 70
2023
Q4 		$595K Buy
5,646
+870
+18% +$95K 0.03% 94
2023
Q3 		$506K Sell
4,776
-252
-5% -$29.2K 0.02% 80
2023
Q2 		$599K Sell
5,028
-1,445
-22% -$149K 0.03% 78
2023
Q1 		$602K Buy
6,473
+463
+8% +$40.6K 0.06% 87
2022
Q4 		$491K Sell
6,010
-89
-1% -$6.76K 0.06% 99
2022
Q3 		$373K Buy
+6,099
New +$447K 0.05% 87
2022
Q2 		– Sell
-5,770
Closed -$478K – 189
2022
Q1 		$478K Sell
5,770
-204
-3% -$16.5K 0.05% 55
2021
Q4 		$521K Buy
+5,974
New +$561K 0.05% 67

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Journey Strategic Wealth's ORCL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Oracle (ORCL) stake by 9.3% in Q1 2026, buying an estimated $255K and bringing the position to 18,457 shares worth $2.72M. The position accounts for 0.07% of the portfolio, ranked #77.

Journey Strategic Wealth first reported a position in ORCL in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.05M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Journey Strategic Wealth held 18,457 shares of Oracle worth $2.72M as of Q1 2026.
  • Journey Strategic Wealth bought 1,566 Oracle shares in Q1 2026, an estimated $255K.
  • Oracle made up 0.07% of Journey Strategic Wealth's portfolio in Q1 2026, its #77 holding.
  • Journey Strategic Wealth first reported a position in Oracle in Q4 2021 and has held it in 17 quarters since.
  • Journey Strategic Wealth's Oracle position peaked at $5.05M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.