Copperleaf Capital’s Oracle ORCL Stock Holding History

Copperleaf Capital’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
2025 Q3	$1.59M	Buy	5,654 +4,476	+380%	+$1.14M	0.76%	35
2025 Q2	$258K	Buy	+1,178	New	+$190K	0.13%	95

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Copperleaf Capital's ORCL Position: Q3 2025 in Review

Copperleaf Capital increased its Oracle (ORCL) stake by 380% in Q3 2025, buying an estimated $1.14M and bringing the position to 5,654 shares worth $1.59M. The position accounts for 0.76% of the portfolio, ranked #35.

Copperleaf Capital first reported a position in ORCL in Q2 2025 and has held it in 2 quarters since. 3,821 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

Copperleaf Capital held 5,654 shares of Oracle worth $1.59M as of Q3 2025.
Copperleaf Capital bought 4,476 Oracle shares in Q3 2025, an estimated $1.14M.
Oracle made up 0.76% of Copperleaf Capital's portfolio in Q3 2025, its #35 holding.
Copperleaf Capital first reported a position in Oracle in Q2 2025 and has held it in 2 quarters since.
3,821 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.