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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cooper/Haims Advisors's ORCL Position: Q1 2026 in Review

Cooper/Haims Advisors reduced its Oracle (ORCL) stake by 1.1% in Q1 2026, selling an estimated $3.74K and leaving 2,008 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #69.

Cooper/Haims Advisors first reported a position in ORCL in Q3 2021 and has held it in 14 quarters since. The position peaked at $583K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Cooper/Haims Advisors held 2,008 shares of Oracle worth $295K as of Q1 2026.
Cooper/Haims Advisors sold 23 Oracle shares in Q1 2026, an estimated $3.74K.
Oracle made up 0.14% of Cooper/Haims Advisors's portfolio in Q1 2026, its #69 holding.
Cooper/Haims Advisors first reported a position in Oracle in Q3 2021 and has held it in 14 quarters since.
Cooper/Haims Advisors's Oracle position peaked at $583K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.