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
Q2 		$363K Buy
2,476
+5
+0.2% +$906 0.06% 106
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 $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 $3.37T AUM 44.26% 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

JSF Financial's ORCL Position: Q2 2026 in Review

JSF Financial increased its Oracle (ORCL) stake by 0.2% in Q2 2026, buying an estimated $906 and bringing the position to 2,476 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #106.

JSF Financial first reported a position in ORCL in Q1 2019 and has held it in 24 quarters since. The position peaked at $597K in Q3 2025. 3,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • JSF Financial held 2,476 shares of Oracle worth $363K as of Q2 2026.
  • JSF Financial bought 5 Oracle shares in Q2 2026, an estimated $906.
  • Oracle made up 0.06% of JSF Financial's portfolio in Q2 2026, its #106 holding.
  • JSF Financial first reported a position in Oracle in Q1 2019 and has held it in 24 quarters since.
  • JSF Financial's Oracle position peaked at $597K in Q3 2025.
  • 3,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.