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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
Q2 		$559K Buy
3,811
+1,363
+56% +$247K 0.04% 136
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 $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

Jackson Thornton Wealth Management's ORCL Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Oracle (ORCL) stake by 56% in Q2 2026, buying an estimated $247K and bringing the position to 3,811 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #136.

Jackson Thornton Wealth Management first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $716K in Q4 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Jackson Thornton Wealth Management held 3,811 shares of Oracle worth $559K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 1,363 Oracle shares in Q2 2026, an estimated $247K.
  • Oracle made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Jackson Thornton Wealth Management first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Jackson Thornton Wealth Management's Oracle position peaked at $716K in Q4 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.