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Mogy Joel R Investment Counsel’s Oracle ORCL Stock Holding History

Mogy Joel R Investment Counsel’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 		$18.3M Sell
124,961
-2,913
-2% -$528K 1.05% 21
2026
Q1 		$18.8M Sell
127,874
-2,375
-2% -$386K 1.18% 22
2025
Q4 		$25.4M Sell
130,249
-1,595
-1% -$380K 1.38% 20
2025
Q3 		$37.1M Sell
131,844
-25
-0% -$6.37K 2.03% 16
2025
Q2 		$28.8M Sell
131,869
-275
-0.2% -$44.4K 1.66% 21
2025
Q1 		$18.5M Sell
132,144
-1,325
-1% -$216K 1.19% 25
2024
Q4 		$22.2M Sell
133,469
-375
-0.3% -$66.6K 1.32% 21
2024
Q3 		$22.8M Buy
133,844
+215
+0.2% +$31.1K 1.4% 23
2024
Q2 		$18.9M Sell
133,629
-9,782
-7% -$1.21M 1.2% 25
2024
Q1 		$18M Sell
143,411
-15,750
-10% -$1.8M 1.22% 26
2023
Q4 		$16.8M Sell
159,161
-668
-0.4% -$72.9K 1.27% 23
2023
Q3 		$16.9M Sell
159,829
-1,248
-0.8% -$144K 1.42% 23
2023
Q2 		$19.2M Sell
161,077
-2,600
-2% -$269K 1.52% 24
2023
Q1 		$15.2M Sell
163,677
-3,714
-2% -$326K 1.35% 25
2022
Q4 		$13.7M Sell
167,391
-3,813
-2% -$290K 1.37% 25
2022
Q3 		$10.5M Sell
171,204
-3,600
-2% -$264K 1.09% 28
2022
Q2 		$12.2M Sell
174,804
-1,050
-0.6% -$76.9K 1.2% 29
2022
Q1 		$14.5M Sell
175,854
-4,475
-2% -$362K 1.15% 29
2021
Q4 		$15.7M Sell
180,329
-536
-0.3% -$50.3K 1.13% 29
2021
Q3 		$15.8M Sell
180,865
-925
-0.5% -$81.7K 1.29% 27
2021
Q2 		$14.2M Sell
181,790
-1,000
-0.5% -$78.3K 1.2% 28
2021
Q1 		$12.8M Sell
182,790
-12,222
-6% -$791K 1.23% 26
2020
Q4 		$12.6M Hold
195,012
– – 1.25% 26
2020
Q3 		$11.6M Hold
195,012
– – 1.25% 26
2020
Q2 		$10.8M Sell
195,012
-3,750
-2% -$199K 1.29% 26
2020
Q1 		$9.61M Sell
198,762
-1,700
-0.8% -$87.7K 1.36% 26
2019
Q4 		$10.6M Sell
200,462
-300
-0.1% -$16.5K 1.27% 27
2019
Q3 		$11M Sell
200,762
-950
-0.5% -$52.5K 1.4% 27
2019
Q2 		$11.5M Sell
201,712
-2,848
-1% -$154K 1.5% 23
2019
Q1 		$11M Sell
204,560
-3,500
-2% -$178K 1.49% 25
2018
Q4 		$9.39M Sell
208,060
-7,517
-3% -$360K 1.46% 24
2018
Q3 		$11.1M Sell
215,577
-16,550
-7% -$804K 1.49% 22
2018
Q2 		$10.2M Sell
232,127
-1,050
-0.5% -$48.4K 1.51% 23
2018
Q1 		$10.7M Sell
233,177
-1,950
-0.8% -$96.9K 1.66% 21
2017
Q4 		$11.1M Sell
235,127
-850
-0.4% -$41.7K 1.74% 21
2017
Q3 		$11.4M Sell
235,977
-100
-0% -$4.98K 1.9% 20
2017
Q2 		$11.8M Sell
236,077
-1,800
-0.8% -$82K 2.03% 19
2017
Q1 		$10.6M Sell
237,877
-7,650
-3% -$319K 1.83% 23
2016
Q4 		$9.44M Sell
245,527
-150
-0.1% -$5.87K 1.71% 22
2016
Q3 		$9.65M Buy
245,677
+38
+0% +$1.55K 1.77% 22
2016
Q2 		$10.1M Sell
245,639
-2,600
-1% -$104K 1.86% 19
2016
Q1 		$10.2M Buy
248,239
+222,996
+883% +$8.25M 1.88% 18
2015
Q4 		$9.22K Sell
25,243
-233,870
-90% -$8.93M 1.73% 22
2015
Q3 		$9.36M Sell
259,113
-3,015
-1% -$116K 1.85% 20
2015
Q2 		$10.6M Buy
262,128
+2,874
+1% +$125K 2% 17
2015
Q1 		$11.2M Buy
259,254
+3,450
+1% +$150K 2.1% 14
2014
Q4 		$11.5M Buy
255,804
+3,150
+1% +$128K 2.18% 13
2014
Q3 		$9.67M Sell
252,654
-9,100
-3% -$368K 1.95% 14
2014
Q2 		$10.6M Sell
261,754
-100
-0% -$4.12K 2.13% 13
2014
Q1 		$10.7M Buy
261,854
+4,600
+2% +$175K 2.23% 13
2013
Q4 		$9.84M Buy
257,254
+92
+0% +$3.16K 2.08% 13
2013
Q3 		$8.53M Buy
257,162
+6,652
+3% +$216K 1.96% 14
2013
Q2 		$7.69M Buy
+250,510
New +$8.31M 1.87% 14

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mogy Joel R Investment Counsel's ORCL Position: Q2 2026 in Review

Mogy Joel R Investment Counsel reduced its Oracle (ORCL) stake by 2.3% in Q2 2026, selling an estimated $528K and leaving 124,961 shares worth $18.3M. The position accounts for 1.05% of the portfolio, ranked #21.

Mogy Joel R Investment Counsel first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $37.1M in Q3 2025. 1,166 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Mogy Joel R Investment Counsel held 124,961 shares of Oracle worth $18.3M as of Q2 2026.
  • Mogy Joel R Investment Counsel sold 2,913 Oracle shares in Q2 2026, an estimated $528K.
  • Oracle made up 1.05% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #21 holding.
  • Mogy Joel R Investment Counsel first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Mogy Joel R Investment Counsel's Oracle position peaked at $37.1M in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.