JC
ORCL icon

Jentner Corp’s Oracle ORCL Stock Holding History

Jentner Corp’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
2025
Q2 		$520K Buy
2,377
+9
+0.4% +$1.45K 0.14% 36
2025
Q1 		$331K Buy
2,368
+5
+0.2% +$814 0.1% 43
2024
Q4 		$394K Buy
2,363
+5
+0.2% +$888 0.11% 41
2024
Q3 		$402K Buy
2,358
+70
+3% +$10.1K 0.12% 38
2024
Q2 		$323K Buy
2,288
+8
+0.4% +$993 0.11% 38
2024
Q1 		$286K Buy
2,280
+8
+0.4% +$916 0.1% 43
2023
Q4 		$240K Buy
2,272
+9
+0.4% +$982 0.09% 45
2023
Q3 		$240K Buy
2,263
+7
+0.3% +$810 0.15% 42
2023
Q2 		$269K Buy
2,256
+10
+0.4% +$1.03K 0.17% 42
2023
Q1 		$209K Buy
+2,246
New +$197K 0.14% 44

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jentner Corp's ORCL Position: Q2 2025 in Review

Jentner Corp increased its Oracle (ORCL) stake by 0.38% in Q2 2025, buying an estimated $1.45K and bringing the position to 2,377 shares worth $520K. The position accounts for 0.14% of the portfolio, ranked #36.

Jentner Corp first reported a position in ORCL in Q1 2023 and has held it in 10 quarters since. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Jentner Corp held 2,377 shares of Oracle worth $520K as of Q2 2025.
  • Jentner Corp bought 9 Oracle shares in Q2 2025, an estimated $1.45K.
  • Oracle made up 0.14% of Jentner Corp's portfolio in Q2 2025, its #36 holding.
  • Jentner Corp first reported a position in Oracle in Q1 2023 and has held it in 10 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.