LJI Wealth Management
ORCL icon

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
Q3 		$835K Sell
6,084
-204
-3% -$28.8K 0.12% 68
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 Buy
4,879
+367
+8% +$42.5K 0.15% 73
2023
Q2 		$537K Buy
4,512
+290
+7% +$30K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LJI Wealth Management's ORCL Position: Q3 2026 in Review

LJI Wealth Management reduced its Oracle (ORCL) stake by 3.2% in Q3 2026, selling an estimated $28.8K and leaving 6,084 shares worth $835K. The position accounts for 0.12% of the portfolio, ranked #68.

LJI Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q2 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • LJI Wealth Management held 6,084 shares of Oracle worth $835K as of Q3 2026.
  • LJI Wealth Management sold 204 Oracle shares in Q3 2026, an estimated $28.8K.
  • Oracle made up 0.12% of LJI Wealth Management's portfolio in Q3 2026, its #68 holding.
  • LJI Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 16 quarters since.
  • LJI Wealth Management's Oracle position peaked at $1.15M in Q2 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.