JCM
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
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

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

Jacobsen Capital Management's ORCL Position: Q1 2026 in Review

Jacobsen Capital Management increased its Oracle (ORCL) stake by 19% in Q1 2026, buying an estimated $86.5K and bringing the position to 3,288 shares worth $484K. The position accounts for 0.16% of the portfolio, ranked #60.

Jacobsen Capital Management first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $856K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Jacobsen Capital Management held 3,288 shares of Oracle worth $484K as of Q1 2026.
  • Jacobsen Capital Management bought 532 Oracle shares in Q1 2026, an estimated $86.5K.
  • Oracle made up 0.16% of Jacobsen Capital Management's portfolio in Q1 2026, its #60 holding.
  • Jacobsen Capital Management first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Jacobsen Capital Management's Oracle position peaked at $856K in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.