Cooper Financial Group
ORCL icon

Cooper Financial Group’s Oracle ORCL Stock Holding History

Cooper Financial Group’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
Q3 		$1.99M Sell
14,511
-1,341
-8% -$189K 0.16% 105
2026
Q2 		$2.32M Buy
15,852
+1,862
+13% +$337K 0.19% 96
2026
Q1 		$2.06M Buy
13,990
+2,081
+17% +$338K 0.21% 91
2025
Q4 		$2.32M Buy
11,909
+405
+4% +$96.4K 0.25% 74
2025
Q3 		$3.24M Buy
11,504
+2,152
+23% +$548K 0.36% 47
2025
Q2 		$2.04M Sell
9,352
-1,396
-13% -$225K 0.24% 78
2025
Q1 		$1.5M Sell
10,748
-1,988
-16% -$324K 0.2% 102
2024
Q4 		$2.12M Buy
12,736
+1,888
+17% +$335K 0.26% 68
2024
Q3 		$1.85M Buy
10,848
+4,671
+76% +$677K 0.24% 74
2024
Q2 		$872K Buy
6,177
+1,705
+38% +$212K 0.13% 143
2024
Q1 		$562K Sell
4,472
-566
-11% -$64.8K 0.09% 198
2023
Q4 		$531K Buy
5,038
+1,525
+43% +$166K 0.1% 195
2023
Q3 		$372K Buy
3,513
+228
+7% +$26.4K 0.09% 236
2023
Q2 		$391K Sell
3,285
-260
-7% -$26.9K 0.1% 222
2023
Q1 		$329K Buy
3,545
+1,018
+40% +$89.3K 0.09% 230
2022
Q4 		$207K Buy
+2,527
New +$192K 0.06% 278
2022
Q2 		– Sell
-2,458
Closed -$203K – 275
2022
Q1 		$203K Buy
+2,458
New +$199K 0.08% 237
2021
Q1 		– Sell
-4,156
Closed -$269K – 288
2020
Q4 		$269K Buy
+4,156
New +$247K 0.05% 232

Other funds holding ORCL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cooper Financial Group's ORCL Position: Q3 2026 in Review

Cooper Financial Group reduced its Oracle (ORCL) stake by 8.5% in Q3 2026, selling an estimated $189K and leaving 14,511 shares worth $1.99M. The position accounts for 0.16% of the portfolio, ranked #105.

Cooper Financial Group first reported a position in ORCL in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.24M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Cooper Financial Group held 14,511 shares of Oracle worth $1.99M as of Q3 2026.
  • Cooper Financial Group sold 1,341 Oracle shares in Q3 2026, an estimated $189K.
  • Oracle made up 0.16% of Cooper Financial Group's portfolio in Q3 2026, its #105 holding.
  • Cooper Financial Group first reported a position in Oracle in Q4 2020 and has held it in 18 quarters since.
  • Cooper Financial Group's Oracle position peaked at $3.24M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.