JF
ORCL icon

JSF Financial’s Oracle ORCL Stock Holding History

JSF Financial’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 		$364K Buy
2,471
+379
+18% +$61.6K 0.07% 96
2025
Q4 		$408K Sell
2,092
-30
-1% -$7.14K 0.08% 93
2025
Q3 		$597K Sell
2,122
-559
-21% -$142K 0.13% 82
2025
Q2 		$586K Buy
2,681
+80
+3% +$12.9K 0.14% 84
2025
Q1 		$364K Sell
2,601
-89
-3% -$14.5K 0.1% 91
2024
Q4 		$448K Sell
2,690
-225
-8% -$40K 0.12% 87
2024
Q3 		$497K Buy
2,915
+29
+1% +$4.2K 0.14% 71
2024
Q2 		$408K Buy
2,886
+57
+2% +$7.08K 0.12% 78
2024
Q1 		$355K Sell
2,829
-5
-0.2% -$572 0.11% 85
2023
Q4 		$299K Buy
2,834
+91
+3% +$9.93K 0.1% 87
2023
Q3 		$291K Buy
2,743
+46
+2% +$5.33K 0.11% 84
2023
Q2 		$321K Sell
2,697
-176
-6% -$18.2K 0.11% 78
2023
Q1 		$267K Buy
2,873
+250
+10% +$21.9K 0.1% 95
2022
Q4 		$214K Buy
+2,623
New +$199K 0.08% 106
2022
Q2 		– Sell
-2,595
Closed -$215K – 115
2022
Q1 		$215K Sell
2,595
-43
-2% -$3.48K 0.09% 105
2021
Q4 		$230K Sell
2,638
-173
-6% -$16.2K 0.11% 95
2021
Q3 		$245K Buy
+2,811
New +$248K 0.12% 97
2020
Q3 		– Sell
-4,710
Closed -$260K – 78
2020
Q2 		$260K Sell
4,710
-2,294
-33% -$122K 0.23% 49
2020
Q1 		$339K Buy
7,004
+2,525
+56% +$130K 0.34% 41
2019
Q4 		$237K Buy
4,479
+323
+8% +$17.8K 0.23% 53
2019
Q3 		$229K Buy
4,156
+86
+2% +$4.75K 0.25% 53
2019
Q2 		$232K Hold
4,070
– – 0.25% 53
2019
Q1 		$219K Buy
+4,070
New +$207K 0.24% 52

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

JSF Financial's ORCL Position: Q1 2026 in Review

JSF Financial increased its Oracle (ORCL) stake by 18% in Q1 2026, buying an estimated $61.6K and bringing the position to 2,471 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #96.

JSF Financial first reported a position in ORCL in Q1 2019 and has held it in 23 quarters since. The position peaked at $597K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • JSF Financial held 2,471 shares of Oracle worth $364K as of Q1 2026.
  • JSF Financial bought 379 Oracle shares in Q1 2026, an estimated $61.6K.
  • Oracle made up 0.07% of JSF Financial's portfolio in Q1 2026, its #96 holding.
  • JSF Financial first reported a position in Oracle in Q1 2019 and has held it in 23 quarters since.
  • JSF Financial's Oracle position peaked at $597K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.