Jackson Wealth Management’s Oracle ORCL Stock Holding History

Jackson 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	–	Sell	-56,918	Closed	-$8.37M	–	108
2026 Q1	$8.37M	Buy	56,918 +1,477	+3%	+$240K	0.86%	31
2025 Q4	$10.8M	Buy	55,441 +4,666	+9%	+$1.11M	1.05%	26
2025 Q3	$14.3M	Buy	50,775 +3,059	+6%	+$779K	1.43%	17
2025 Q2	$10.4M	Buy	47,716 +14,395	+43%	+$2.32M	1.14%	21
2025 Q1	$4.66M	Buy	33,321 +24,643	+284%	+$4.01M	0.57%	48
2024 Q4	$1.45M	Buy	+8,678	New	+$1.54M	0.16%	80
2019 Q3	–	Sell	-46,668	Closed	-$2.77M	–	134
2019 Q2	$2.77M	Buy	46,668 +21,218	+83%	+$1.15M	0.6%	46
2019 Q1	$1.37M	Buy	+25,450	New	+$1.3M	0.33%	73
2017 Q4	–	Sell	-10,200	Closed	-$492K	–	97
2017 Q3	$492K	Buy	+10,200	New	+$508K	0.13%	83

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jackson Wealth Management sold out of Oracle (ORCL) in Q2 2026, closing a stake of 56,918 shares — an estimated $8.37M sold.

Jackson Wealth Management first reported a position in ORCL in Q3 2017 and held it in 9 quarters. The position peaked at $14.3M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Jackson Wealth Management reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
Jackson Wealth Management sold 56,918 Oracle shares in Q2 2026, an estimated $8.37M.
Jackson Wealth Management first reported a position in Oracle in Q3 2017 and held it in 9 quarters.
Jackson Wealth Management's Oracle position peaked at $14.3M in Q3 2025.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.