RJA
ORCL icon

Ross\Johnson & Associates’s Oracle ORCL Stock Holding History

Ross\Johnson & Associates’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 		$294 Sell
2
-4
-67% -$650 0.01% 145
2025
Q4 		$1.17K Buy
6
+4
+200% +$952 0.02% 88
2025
Q3 		$562 Hold
2
– – 0.01% 96
2025
Q2 		$437 Sell
2
-35
-95% -$5.65K 0.01% 108
2025
Q1 		$5.17K Buy
+37
New +$6.02K 0.09% 87

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ross\Johnson & Associates's ORCL Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its Oracle (ORCL) stake by 67% in Q1 2026, selling an estimated $650 and leaving 2 shares worth $294. The position accounts for 0.01% of the portfolio, ranked #145.

Ross\Johnson & Associates first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.17K in Q1 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Ross\Johnson & Associates held 2 shares of Oracle worth $294 as of Q1 2026.
  • Ross\Johnson & Associates sold 4 Oracle shares in Q1 2026, an estimated $650.
  • Oracle made up 0.01% of Ross\Johnson & Associates's portfolio in Q1 2026, its #145 holding.
  • Ross\Johnson & Associates first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
  • Ross\Johnson & Associates's Oracle position peaked at $5.17K in Q1 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.