Jacobsen Capital Management
ORCL icon

Jacobsen Capital Management’s Oracle ORCL Stock Holding History

Jacobsen Capital 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
Q3 		$433K Sell
3,152
-73
-2% -$10.3K 0.12% 70
2026
Q2 		$473K Sell
3,225
-63
-2% -$11.4K 0.14% 68
2026
Q1 		$484K Buy
3,288
+532
+19% +$86.5K 0.16% 60
2025
Q4 		$537K Sell
2,756
-287
-9% -$68.3K 0.18% 53
2025
Q3 		$856K Buy
3,043
+63
+2% +$16K 0.29% 34
2025
Q2 		$652K Buy
2,980
+272
+10% +$43.9K 0.24% 39
2025
Q1 		$379K Buy
2,708
+267
+11% +$43.5K 0.16% 54
2024
Q4 		$407K Buy
2,441
+37
+2% +$6.57K 0.17% 46
2024
Q3 		$410K Buy
2,404
+19
+0.8% +$2.75K 0.17% 49
2024
Q2 		$337K Buy
2,385
+498
+26% +$61.8K 0.15% 56
2024
Q1 		$237K Buy
+1,887
New +$216K 0.11% 75

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Jacobsen Capital Management's ORCL Position: Q3 2026 in Review

Jacobsen Capital Management reduced its Oracle (ORCL) stake by 2.3% in Q3 2026, selling an estimated $10.3K and leaving 3,152 shares worth $433K. The position accounts for 0.12% of the portfolio, ranked #70.

Jacobsen Capital Management first reported a position in ORCL in Q1 2024 and has held it in 11 quarters since. The position peaked at $856K in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Jacobsen Capital Management held 3,152 shares of Oracle worth $433K as of Q3 2026.
  • Jacobsen Capital Management sold 73 Oracle shares in Q3 2026, an estimated $10.3K.
  • Oracle made up 0.12% of Jacobsen Capital Management's portfolio in Q3 2026, its #70 holding.
  • Jacobsen Capital Management first reported a position in Oracle in Q1 2024 and has held it in 11 quarters since.
  • Jacobsen Capital Management's Oracle position peaked at $856K in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Jacobsen Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.