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 Q2	$600K	Sell	4,096 -354	-8%	-$64.2K	0.12%	96
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JPL Wealth Management reduced its Oracle (ORCL) stake by 8% in Q2 2026, selling an estimated $64.2K and leaving 4,096 shares worth $600K. The position accounts for 0.12% of the portfolio, ranked #96.

JPL Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

JPL Wealth Management held 4,096 shares of Oracle worth $600K as of Q2 2026.
JPL Wealth Management sold 354 Oracle shares in Q2 2026, an estimated $64.2K.
Oracle made up 0.12% of JPL Wealth Management's portfolio in Q2 2026, its #96 holding.
JPL Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's Oracle position peaked at $1.36M in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.