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LJI Wealth Management’s Oracle ORCL Stock Holding History

LJI Wealth 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
Q2 		$922K Buy
6,288
+733
+13% +$133K 0.13% 69
2026
Q1 		$817K Buy
5,555
+205
+4% +$33.3K 0.13% 65
2025
Q4 		$1.04M Buy
5,350
+1,763
+49% +$420K 0.16% 65
2025
Q3 		$1.01M Sell
3,587
-1,676
-32% -$427K 0.18% 50
2025
Q2 		$1.15M Buy
5,263
+47
+0.9% +$7.59K 0.2% 51
2025
Q1 		$729K Buy
5,216
+167
+3% +$27.2K 0.15% 65
2024
Q4 		$841K Buy
5,049
+66
+1% +$11.7K 0.17% 57
2024
Q3 		$849K Buy
4,983
+125
+3% +$18.1K 0.17% 64
2024
Q2 		$686K Buy
4,858
+3,248
+202% +$403K 0.15% 70
2024
Q1 		$202K Sell
1,610
-3,273
-67% -$375K 0.05% 145
2023
Q4 		$515K Buy
4,883
+4
+0.1% +$437 0.13% 87
2023
Q3 		$517K Sell
4,879
-189,286
-97% -$21.9M 0.15% 73
2023
Q2 		$537K Buy
194,165
+189,943
+4,499% +$19.6M 0.16% 71
2023
Q1 		$392K Hold
4,222
– – 0.12% 89
2022
Q4 		$345K Buy
+4,222
New +$321K 0.12% 88

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

LJI Wealth Management's ORCL Position: Q2 2026 in Review

LJI Wealth Management increased its Oracle (ORCL) stake by 13% in Q2 2026, buying an estimated $133K and bringing the position to 6,288 shares worth $922K. The position accounts for 0.13% of the portfolio, ranked #69.

LJI Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.15M in Q2 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • LJI Wealth Management held 6,288 shares of Oracle worth $922K as of Q2 2026.
  • LJI Wealth Management bought 733 Oracle shares in Q2 2026, an estimated $133K.
  • Oracle made up 0.13% of LJI Wealth Management's portfolio in Q2 2026, its #69 holding.
  • LJI Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's Oracle position peaked at $1.15M in Q2 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.