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Glass Jacobson Investment Advisors’s Oracle ORCL Stock Holding History

Glass Jacobson Investment Advisors’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 		$87.9K Hold
600
– – 0.03% 270
2026
Q1 		$88.3K Hold
600
– – 0.03% 256
2025
Q4 		$117K Hold
600
– – 0.04% 227
2025
Q3 		$169K Hold
600
– – 0.06% 200
2025
Q2 		$131K Sell
600
-1,707
-74% -$276K 0.05% 206
2025
Q1 		$384K Hold
2,307
– – 0.13% 176
2024
Q4 		$384K Sell
2,307
-824
-26% -$146K 0.13% 176
2024
Q3 		$533K Buy
3,131
+968
+45% +$140K 0.18% 132
2024
Q2 		$305K Sell
2,163
-19
-0.9% -$2.36K 0.11% 182
2024
Q1 		$274K Buy
2,182
+20
+0.9% +$2.29K 0.1% 187
2023
Q4 		$228K Hold
2,162
– – 0.09% 185
2023
Q3 		$229K Sell
2,162
-100
-4% -$11.6K 0.1% 184
2023
Q2 		$269K Buy
+2,262
New +$234K 0.12% 175
2022
Q4 		$177K Buy
+2,161
New +$164K 0.09% 203

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Glass Jacobson Investment Advisors's ORCL Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Oracle (ORCL) position steady in Q2 2026 at 600 shares worth $87.9K. The position accounts for 0.03% of the portfolio, ranked #270.

Glass Jacobson Investment Advisors first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $533K in Q3 2024. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Glass Jacobson Investment Advisors held 600 shares of Oracle worth $87.9K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.03% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #270 holding.
  • Glass Jacobson Investment Advisors first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Oracle position peaked at $533K in Q3 2024.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.