Jupiter Asset Management’s Oracle ORCL Stock Holding History

Jupiter Asset Management’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	–	Sell	-39,615	Closed	-$7.72M	–	539
2025 Q4	$7.72M	Sell	39,615 -14,431	-27%	-$3.44M	0.06%	236
2025 Q3	$15.2M	Buy	+54,046	New	+$13.8M	0.13%	182
2022 Q2	–	Sell	-214,040	Closed	-$17.7M	–	626
2022 Q1	$17.7M	Sell	214,040 -173,185	-45%	-$14M	0.21%	140
2021 Q4	$34.1M	Buy	387,225 +193,600	+100%	+$18.2M	0.37%	84
2021 Q3	$16.9M	Sell	193,625 -786,296	-80%	-$69.5M	0.19%	154
2021 Q2	$76.3M	Sell	979,921 -222,311	-18%	-$17.4M	0.79%	24
2021 Q1	$84.4M	Sell	1,202,232 -81,925	-6%	-$5.3M	0.83%	16
2020 Q4	$83M	Buy	1,284,157 +896,965	+232%	+$53.4M	0.84%	16
2020 Q3	$23.1M	Buy	+387,192	New	+$22M	0.24%	110
2020 Q2	–	Sell	-108,226	Closed	-$5.23M	–	271
2020 Q1	$5.23M	Sell	108,226 -31,769	-23%	-$1.64M	0.23%	112
2019 Q4	$7.42M	Buy	139,995 +1,374	+1%	+$75.6K	0.23%	116
2019 Q3	$7.63M	Sell	138,621 -19,387	-12%	-$1.07M	0.25%	108
2019 Q2	$8.98M	Sell	158,008 -6,603	-4%	-$357K	0.28%	97
2019 Q1	$8.84M	Hold	164,611	–	–	0.29%	106
2018 Q4	$7.43M	Sell	164,611 -27,623	-14%	-$1.32M	0.26%	115
2018 Q3	$9.91M	Buy	192,234 +3,366	+2%	+$164K	0.28%	108
2018 Q2	$8.32M	Hold	188,868	–	–	0.24%	115
2018 Q1	$8.64M	Sell	188,868 -34,936	-16%	-$1.74M	0.26%	104
2017 Q4	$10.6M	Hold	223,804	–	–	0.3%	85
2017 Q3	$10.8M	Sell	223,804 -5,437	-2%	-$271K	0.37%	69
2017 Q2	$11.5M	Sell	229,241 -2,384	-1%	-$109K	0.4%	66
2017 Q1	$10.3M	Sell	231,625 -99,407	-30%	-$4.14M	0.38%	66
2016 Q4	$12.7M	Sell	331,032 -179,364	-35%	-$7.02M	0.48%	48
2016 Q3	$20M	Buy	510,396 +30,521	+6%	+$1.24M	0.76%	30
2016 Q2	$19.6M	Buy	479,875 +21,618	+5%	+$863K	0.75%	33
2016 Q1	$18.7M	Sell	458,257 -16,575	-3%	-$613K	0.71%	36
2015 Q4	$17.3M	Sell	474,832 -140,894	-23%	-$5.38M	0.64%	35
2015 Q3	$22.2M	Sell	615,726 -31,103	-5%	-$1.2M	0.87%	30
2015 Q2	$26.1M	Buy	646,829 +39,808	+7%	+$1.73M	0.91%	25
2015 Q1	$26.2M	Buy	607,021 +68,278	+13%	+$2.96M	0.91%	28
2014 Q4	$24.2M	Sell	538,743 -8,200	-1%	-$334K	0.78%	30
2014 Q3	$20.9M	Sell	546,943 -11,350	-2%	-$460K	0.7%	31
2014 Q2	$22.6M	Sell	558,293 -2,600	-0.5%	-$107K	0.72%	31
2014 Q1	$22.9M	Buy	560,893 +1,211	+0.2%	+$46.1K	0.74%	31
2013 Q4	$21.4M	Sell	559,682 -32,940	-6%	-$1.13M	0.83%	30
2013 Q3	$19.7M	Buy	592,622 +5,106	+0.9%	+$166K	0.86%	33
2013 Q2	$18M	Buy	+587,516	New	+$19.5M	0.81%	33

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

Jupiter Asset Management's ORCL Position: Q1 2026 in Review

Jupiter Asset Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 39,615 shares — an estimated $7.72M sold.

Jupiter Asset Management first reported a position in ORCL in Q2 2013 and held it in 37 quarters. The position peaked at $84.4M in Q1 2021. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Jupiter Asset Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Jupiter Asset Management sold 39,615 Oracle shares in Q1 2026, an estimated $7.72M.
Jupiter Asset Management first reported a position in Oracle in Q2 2013 and held it in 37 quarters.
Jupiter Asset Management's Oracle position peaked at $84.4M in Q1 2021.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.