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
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

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

Jacobsen Capital Management's ORCL Position: Q2 2026 in Review

Jacobsen Capital Management reduced its Oracle (ORCL) stake by 1.9% in Q2 2026, selling an estimated $11.4K and leaving 3,225 shares worth $473K. The position accounts for 0.14% of the portfolio, ranked #68.

Jacobsen Capital Management first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $856K in Q3 2025. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Jacobsen Capital Management held 3,225 shares of Oracle worth $473K as of Q2 2026.
  • Jacobsen Capital Management sold 63 Oracle shares in Q2 2026, an estimated $11.4K.
  • Oracle made up 0.14% of Jacobsen Capital Management's portfolio in Q2 2026, its #68 holding.
  • Jacobsen Capital Management first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • Jacobsen Capital Management's Oracle position peaked at $856K in Q3 2025.
  • 3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.