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MJT & Associates Financial Advisory’s Oracle ORCL Stock Holding History

MJT & Associates Financial Advisory’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 		$49.2K Sell
358
-196
-35% -$27.7K 0.03% 73
2026
Q2 		$81.1K Buy
554
+10
+2% +$1.81K 0.05% 70
2026
Q1 		$79.9K Buy
544
+1
+0.2% +$163 0.06% 66
2025
Q4 		$106K Sell
543
-185
-25% -$44K 0.08% 62
2025
Q3 		$205K Buy
728
+53
+8% +$13.5K 0.17% 35
2025
Q2 		$147K Buy
675
+66
+11% +$10.7K 0.18% 53
2025
Q1 		$85.1K Buy
+609
New +$99.2K 0.08% 88

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MJT & Associates Financial Advisory's ORCL Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Oracle (ORCL) stake by 35% in Q3 2026, selling an estimated $27.7K and leaving 358 shares worth $49.2K. The position accounts for 0.03% of the portfolio, ranked #73.

MJT & Associates Financial Advisory first reported a position in ORCL in Q1 2025 and has held it in 7 quarters since. The position peaked at $205K in Q3 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • MJT & Associates Financial Advisory held 358 shares of Oracle worth $49.2K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 196 Oracle shares in Q3 2026, an estimated $27.7K.
  • Oracle made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #73 holding.
  • MJT & Associates Financial Advisory first reported a position in Oracle in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Oracle position peaked at $205K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.