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Jackson Grant Investment Advisers’s Oracle ORCL Stock Holding History

Jackson Grant Investment Advisers’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 		$286K Hold
1,951
– – 0.09% 97
2026
Q1 		$287K Hold
1,951
– – 0.1% 98
2025
Q4 		$380K Hold
1,951
– – 0.13% 85
2025
Q3 		$549K Buy
1,951
+100
+5% +$25.5K 0.18% 70
2025
Q2 		$405K Hold
1,851
– – 0.15% 77
2025
Q1 		$259K Hold
1,851
– – 0.1% 90
2024
Q4 		$308K Hold
1,851
– – 0.12% 83
2024
Q3 		$315K Hold
1,851
– – 0.12% 85
2024
Q2 		$261K Hold
1,851
– – 0.11% 91
2024
Q1 		$232K Hold
1,851
– – 0.1% 99
2023
Q4 		$195K Hold
1,851
– – 0.09% 102
2023
Q3 		$196K Hold
1,851
– – 0.09% 96
2023
Q2 		$220K Hold
1,851
– – 0.1% 94
2023
Q1 		$172K Buy
1,851
+52
+3% +$4.56K 0.08% 113
2022
Q4 		$147K Hold
1,799
– – 0.07% 118
2022
Q3 		$110K Hold
1,799
– – 0.06% 128
2022
Q2 		$126K Buy
1,799
+30
+2% +$2.2K 0.06% 125
2022
Q1 		$146K Hold
1,769
– – 0.06% 127
2021
Q4 		$154K Hold
1,769
– – 0.08% 104
2021
Q3 		$154K Buy
1,769
+3
+0.2% +$265 0.07% 123
2021
Q2 		$137K Buy
1,766
+45
+3% +$3.52K 0.06% 132
2021
Q1 		$121K Buy
1,721
+351
+26% +$22.7K 0.06% 135
2020
Q4 		$89K Buy
1,370
+3
+0.2% +$179 0.05% 140
2020
Q3 		$82K Buy
1,367
+4
+0.3% +$227 0.05% 122
2020
Q2 		$75K Buy
1,363
+4
+0.3% +$212 0.05% 123
2020
Q1 		$66K Sell
1,359
-199
-13% -$10.3K 0.05% 126
2019
Q4 		$83K Buy
1,558
+5
+0.3% +$275 0.04% 127
2019
Q3 		$85K Buy
1,553
+4
+0.3% +$221 0.05% 127
2019
Q2 		$88K Buy
1,549
+5
+0.3% +$271 0.05% 122
2019
Q1 		$83K Sell
1,544
-112
-7% -$5.71K 0.05% 122
2018
Q4 		$75K Buy
1,656
+584
+54% +$28K 0.05% 126
2018
Q3 		$55K Buy
1,072
+5
+0.5% +$243 0.03% 141
2018
Q2 		$47K Buy
1,067
+4
+0.4% +$184 0.03% 152
2018
Q1 		$49K Buy
1,063
+4
+0.4% +$199 0.03% 148
2017
Q4 		$50K Buy
1,059
+4
+0.4% +$196 0.03% 144
2017
Q3 		$51K Buy
1,055
+4
+0.4% +$199 0.04% 140
2017
Q2 		$53K Buy
1,051
+4
+0.4% +$182 0.04% 123
2017
Q1 		$47K Buy
1,047
+4
+0.4% +$167 0.04% 126
2016
Q4 		$40K Buy
1,043
+4
+0.4% +$156 0.03% 130
2016
Q3 		$41K Buy
1,039
+4
+0.4% +$163 0.03% 122
2016
Q2 		$42K Buy
1,035
+4
+0.4% +$160 0.04% 119
2016
Q1 		$42K Buy
1,031
+4
+0.4% +$148 0.04% 113
2015
Q4 		$38K Buy
+1,027
New +$39.2K 0.04% 117

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Jackson Grant Investment Advisers's ORCL Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Oracle (ORCL) position steady in Q2 2026 at 1,951 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #97.

Jackson Grant Investment Advisers first reported a position in ORCL in Q4 2015 and has held it in 43 quarters since. The position peaked at $549K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,951 shares of Oracle worth $286K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.09% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #97 holding.
  • Jackson Grant Investment Advisers first reported a position in Oracle in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's Oracle position peaked at $549K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.