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Jackson Thornton Wealth Management’s Oracle ORCL Stock Holding History

Jackson Thornton Wealth Management’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 		$338K Sell
2,448
-1,246
-34% -$203K 0.03% 155
2025
Q4 		$716K Buy
3,694
+1,732
+88% +$412K 0.07% 80
2025
Q3 		$566K Buy
1,962
+764
+64% +$195K 0.06% 84
2025
Q2 		$281K Buy
+1,198
New +$193K 0.03% 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

Jackson Thornton Wealth Management's ORCL Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Oracle (ORCL) stake by 34% in Q1 2026, selling an estimated $203K and leaving 2,448 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #155.

Jackson Thornton Wealth Management first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $716K in Q4 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Jackson Thornton Wealth Management held 2,448 shares of Oracle worth $338K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 1,246 Oracle shares in Q1 2026, an estimated $203K.
  • Oracle made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Jackson Thornton Wealth Management first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Oracle position peaked at $716K in Q4 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.