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Jeppson Wealth Management’s Oracle ORCL Stock Holding History

Jeppson 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 		$3.66M Sell
24,958
-593
-2% -$107K 1.08% 19
2026
Q1 		$3.76M Buy
25,551
+247
+1% +$40.1K 1.18% 17
2025
Q4 		$4.93M Sell
25,304
-141
-0.6% -$33.6K 1.56% 11
2025
Q3 		$7.16M Sell
25,445
-959
-4% -$244K 2.28% 6
2025
Q2 		$5.77M Sell
26,404
-1,016
-4% -$164K 2% 10
2025
Q1 		$3.83M Sell
27,420
-282
-1% -$45.9K 1.4% 14
2024
Q4 		$4.62M Sell
27,702
-167
-0.6% -$29.7K 1.67% 10
2024
Q3 		$4.75M Sell
27,869
-5
-0% -$724 1.7% 9
2024
Q2 		$3.94M Sell
27,874
-99
-0.4% -$12.3K 1.5% 11
2024
Q1 		$3.51M Sell
27,973
-400
-1% -$45.8K 1.36% 13
2023
Q4 		$2.99M Sell
28,373
-251
-0.9% -$27.4K 1.24% 15
2023
Q3 		$3.03M Sell
28,624
-713
-2% -$82.5K 1.39% 14
2023
Q2 		$3.49M Sell
29,337
-1,415
-5% -$146K 1.52% 10
2023
Q1 		$2.86M Sell
30,752
-1,217
-4% -$107K 1.24% 16
2022
Q4 		$2.61M Buy
31,969
+3,191
+11% +$243K 1.1% 19
2022
Q3 		$1.76M Buy
28,778
+2,168
+8% +$159K 0.8% 26
2022
Q2 		$1.86M Buy
26,610
+11,602
+77% +$849K 0.8% 26
2022
Q1 		$1.24M Buy
15,008
+484
+3% +$39.2K 0.58% 43
2021
Q4 		$1.27M Sell
14,524
-200
-1% -$18.8K 0.61% 38
2021
Q3 		$1.28M Hold
14,724
– – 0.67% 33
2021
Q2 		$1.15M Sell
14,724
-1,000
-6% -$78.3K 0.62% 42
2021
Q1 		$1.1M Sell
15,724
-1,150
-7% -$74.5K 0.66% 39
2020
Q4 		$1.09M Buy
16,874
+125
+0.7% +$7.44K 0.73% 32
2020
Q3 		$1M Buy
+16,749
New +$951K 0.78% 31

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

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

Jeppson Wealth Management reduced its Oracle (ORCL) stake by 2.3% in Q2 2026, selling an estimated $107K and leaving 24,958 shares worth $3.66M. The position accounts for 1.08% of the portfolio, ranked #19.

Jeppson Wealth Management first reported a position in ORCL in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.16M in Q3 2025. 3,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Jeppson Wealth Management held 24,958 shares of Oracle worth $3.66M as of Q2 2026.
  • Jeppson Wealth Management sold 593 Oracle shares in Q2 2026, an estimated $107K.
  • Oracle made up 1.08% of Jeppson Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Jeppson Wealth Management first reported a position in Oracle in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Oracle position peaked at $7.16M in Q3 2025.
  • 3,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.