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Cooper/Haims Advisors’s Oracle ORCL Stock Holding History

Cooper/Haims Advisors’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 		$296K Buy
2,019
+11
+0.5% +$1.99K 0.13% 82
2026
Q1 		$295K Sell
2,008
-23
-1% -$3.74K 0.14% 69
2025
Q4 		$396K Sell
2,031
-42
-2% -$10K 0.18% 60
2025
Q3 		$583K Sell
2,073
-240
-10% -$61.1K 0.27% 38
2025
Q2 		$506K Buy
2,313
+95
+4% +$15.3K 0.25% 38
2025
Q1 		$310K Sell
2,218
-30
-1% -$4.88K 0.17% 55
2024
Q4 		$375K Buy
2,248
+293
+15% +$52K 0.21% 48
2024
Q3 		$333K Buy
1,955
+14
+0.7% +$2.03K 0.18% 53
2024
Q2 		$274K Sell
1,941
-43
-2% -$5.34K 0.15% 63
2024
Q1 		$249K Sell
1,984
-150
-7% -$17.2K 0.14% 69
2023
Q4 		$225K Buy
2,134
+22
+1% +$2.4K 0.13% 70
2023
Q3 		$224K Buy
2,112
+348
+20% +$40.3K 0.17% 64
2023
Q2 		$210K Buy
+1,764
New +$182K 0.16% 68
2022
Q1 		– Sell
-2,342
Closed -$204K – 86
2021
Q4 		$204K Sell
2,342
-25
-1% -$2.35K 0.13% 75
2021
Q3 		$206K Buy
+2,367
New +$209K 0.12% 74

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

Cooper/Haims Advisors's ORCL Position: Q2 2026 in Review

Cooper/Haims Advisors increased its Oracle (ORCL) stake by 0.55% in Q2 2026, buying an estimated $1.99K and bringing the position to 2,019 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #82.

Cooper/Haims Advisors first reported a position in ORCL in Q3 2021 and has held it in 15 quarters since. The position peaked at $583K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cooper/Haims Advisors held 2,019 shares of Oracle worth $296K as of Q2 2026.
  • Cooper/Haims Advisors bought 11 Oracle shares in Q2 2026, an estimated $1.99K.
  • Oracle made up 0.13% of Cooper/Haims Advisors's portfolio in Q2 2026, its #82 holding.
  • Cooper/Haims Advisors first reported a position in Oracle in Q3 2021 and has held it in 15 quarters since.
  • Cooper/Haims Advisors's Oracle position peaked at $583K in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.