Juncture Wealth Strategies’s Oracle ORCL Stock Holding History

Juncture Wealth Strategies’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	$310K	Hold	2,113	–	–	0.08%	148
2026 Q1	$311K	Buy	2,113 +5	+0.2%	+$813	0.1%	106
2025 Q4	$411K	Hold	2,108	–	–	0.14%	82
2025 Q3	$593K	Sell	2,108 -50	-2%	-$12.7K	0.2%	64
2025 Q2	$472K	Buy	2,158 +1	+0%	+$161	0.17%	75
2025 Q1	$302K	Hold	2,157	–	–	0.12%	103
2024 Q4	$359K	Buy	2,157 +40	+2%	+$7.11K	0.13%	91
2024 Q3	$361K	Buy	2,117 +23	+1%	+$3.33K	0.14%	90
2024 Q2	$296K	Hold	2,094	–	–	0.12%	86
2024 Q1	$263K	Hold	2,094	–	–	0.11%	94
2023 Q4	$221K	Hold	2,094	–	–	0.1%	99
2023 Q3	$222K	Hold	2,094	–	–	0.11%	109
2023 Q2	$249K	Buy	+2,094	New	+$217K	0.12%	107

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Juncture Wealth Strategies's ORCL Position: Q2 2026 in Review

Juncture Wealth Strategies held its Oracle (ORCL) position steady in Q2 2026 at 2,113 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #148.

Juncture Wealth Strategies first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $593K in Q3 2025. 1,280 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Juncture Wealth Strategies held 2,113 shares of Oracle worth $310K as of Q2 2026.
Juncture Wealth Strategies left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.08% of Juncture Wealth Strategies's portfolio in Q2 2026, its #148 holding.
Juncture Wealth Strategies first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
Juncture Wealth Strategies's Oracle position peaked at $593K in Q3 2025.
1,280 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.