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Coppell Advisory Solutions’s Oracle ORCL Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-9,063
Closed -$1.79M – 249
2025
Q4 		$1.79M Sell
9,063
-494
-5% -$118K 0.18% 123
2025
Q3 		$2.7M Sell
9,557
-4,680
-33% -$1.19M 0.29% 68
2025
Q2 		$2.99M Buy
+14,237
New +$2.3M 0.36% 51
2025
Q1 		– Sell
-6,287
Closed -$1.05M – 1383
2024
Q4 		$1.05M Sell
6,287
-118,926
-95% -$21.1M 0.15% 122
2024
Q3 		$21.1M Buy
125,213
+122,446
+4,425% +$17.7M 3.11% 6
2024
Q2 		$391K Buy
+2,767
New +$344K 0.06% 177
2023
Q4 		$279K Buy
2,646
+675
+34% +$73.7K 0.06% 217
2023
Q3 		$161K Sell
1,971
-158
-7% -$18.3K 0.06% 175
2023
Q2 		$251K Sell
2,129
-184
-8% -$19K 0.07% 164
2023
Q1 		$209K Buy
2,313
+342
+17% +$30K 0.07% 186
2022
Q4 		$161K Buy
+1,971
New +$150K 0.05% 179

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

Coppell Advisory Solutions's ORCL Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Oracle (ORCL) in Q1 2026, closing a stake of 9,063 shares — an estimated $1.79M sold.

Coppell Advisory Solutions first reported a position in ORCL in Q4 2022 and held it in 11 quarters. The position peaked at $21.1M in Q3 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 9,063 Oracle shares in Q1 2026, an estimated $1.79M.
  • Coppell Advisory Solutions first reported a position in Oracle in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Oracle position peaked at $21.1M in Q3 2024.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.