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Willis Johnson & Associates’s Oracle ORCL Stock Holding History

Willis 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
Q2 		– Sell
-1,845
Closed -$271K – 159
2026
Q1 		$271K Sell
1,845
-35
-2% -$5.69K 0.02% 160
2025
Q4 		$366K Sell
1,880
-525
-22% -$125K 0.02% 124
2025
Q3 		$676K Buy
2,405
+455
+23% +$116K 0.04% 90
2025
Q2 		$426K Buy
1,950
+156
+9% +$25.2K 0.03% 105
2025
Q1 		$251K Sell
1,794
-7
-0.4% -$1.14K 0.02% 135
2024
Q4 		$300K Sell
1,801
-235
-12% -$41.7K 0.02% 116
2024
Q3 		$347K Sell
2,036
-49
-2% -$7.1K 0.03% 114
2024
Q2 		$294K Buy
2,085
+40
+2% +$4.97K 0.02% 125
2024
Q1 		$257K Buy
+2,045
New +$234K 0.02% 126
2023
Q4 		– Sell
-2,053
Closed -$217K – 148
2023
Q3 		$217K Buy
+2,053
New +$238K 0.02% 116

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Willis Johnson & Associates's ORCL Position: Q2 2026 in Review

Willis Johnson & Associates sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,845 shares — an estimated $271K sold.

Willis Johnson & Associates first reported a position in ORCL in Q3 2023 and held it in 10 quarters. The position peaked at $676K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Willis Johnson & Associates reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 1,845 Oracle shares in Q2 2026, an estimated $271K.
  • Willis Johnson & Associates first reported a position in Oracle in Q3 2023 and held it in 10 quarters.
  • Willis Johnson & Associates's Oracle position peaked at $676K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.