JTC Employer Solutions Trustee’s Oracle ORCL Stock Holding History

JTC Employer Solutions Trustee’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	$769K	Sell	5,234 -245	-4%	-$39.8K	0.06%	70
2025 Q4	$1.07M	Sell	5,479 -858	-14%	-$204K	0.07%	62
2025 Q3	$1.78M	Buy	6,337 +7	+0.1%	+$1.78K	0.15%	46
2025 Q2	$1.38M	Buy	6,330 +2	+0%	+$323	0.13%	47
2025 Q1	$885K	Buy	6,328 +1,199	+23%	+$195K	0.07%	60
2024 Q4	$856K	Buy	5,129 +577	+13%	+$102K	0.06%	63
2024 Q3	$776K	Hold	4,552	–	–	0.05%	65
2024 Q2	$642K	Hold	4,552	–	–	0.04%	68
2024 Q1	$570K	Hold	4,552	–	–	0.04%	77
2023 Q4	$485K	Hold	4,552	–	–	0.04%	79
2023 Q3	$482K	Hold	4,552	–	–	0.04%	78
2023 Q2	$542K	Sell	4,552 -6,700	-60%	-$693K	0.05%	74
2023 Q1	$1.04M	Hold	11,252	–	–	0.11%	52
2022 Q4	$919K	Hold	11,252	–	–	0.08%	58
2022 Q3	$688K	Hold	11,252	–	–	0.11%	54
2022 Q2	$785K	Hold	11,252	–	–	0.1%	49
2022 Q1	$931K	Hold	11,252	–	–	0.1%	47
2021 Q4	$981K	Hold	11,252	–	–	0.12%	47
2021 Q3	$981K	Buy	11,252 +250	+2%	+$22.1K	0.13%	48
2021 Q2	$856K	Buy	+11,002	New	+$861K	0.13%	36

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JTC Employer Solutions Trustee's ORCL Position: Q1 2026 in Review

JTC Employer Solutions Trustee reduced its Oracle (ORCL) stake by 4.5% in Q1 2026, selling an estimated $39.8K and leaving 5,234 shares worth $769K. The position accounts for 0.06% of the portfolio, ranked #70.

JTC Employer Solutions Trustee first reported a position in ORCL in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.78M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

JTC Employer Solutions Trustee held 5,234 shares of Oracle worth $769K as of Q1 2026.
JTC Employer Solutions Trustee sold 245 Oracle shares in Q1 2026, an estimated $39.8K.
Oracle made up 0.06% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #70 holding.
JTC Employer Solutions Trustee first reported a position in Oracle in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's Oracle position peaked at $1.78M in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.