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JPL Wealth Management’s Oracle ORCL Stock Holding History

JPL 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
Q1 		$655K Buy
4,450
+156
+4% +$25.4K 0.15% 84
2025
Q4 		$837K Sell
4,294
-543
-11% -$129K 0.2% 85
2025
Q3 		$1.36M Buy
4,837
+283
+6% +$72.1K 0.32% 76
2025
Q2 		$996K Sell
4,554
-88
-2% -$14.2K 0.27% 78
2025
Q1 		$649K Sell
4,642
-118
-2% -$19.2K 0.19% 84
2024
Q4 		$793K Buy
+4,760
New +$846K 0.23% 78
2024
Q2 		$633K Buy
4,485
+30
+0.7% +$3.73K 0.31% 73
2024
Q1 		$560K Buy
4,455
+210
+5% +$24K 0.31% 76
2023
Q4 		$448K Buy
+4,245
New +$463K 0.32% 80

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

JPL Wealth Management's ORCL Position: Q1 2026 in Review

JPL Wealth Management increased its Oracle (ORCL) stake by 3.6% in Q1 2026, buying an estimated $25.4K and bringing the position to 4,450 shares worth $655K. The position accounts for 0.15% of the portfolio, ranked #84.

JPL Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.36M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • JPL Wealth Management held 4,450 shares of Oracle worth $655K as of Q1 2026.
  • JPL Wealth Management bought 156 Oracle shares in Q1 2026, an estimated $25.4K.
  • Oracle made up 0.15% of JPL Wealth Management's portfolio in Q1 2026, its #84 holding.
  • JPL Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 9 quarters since.
  • JPL Wealth Management's Oracle position peaked at $1.36M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.