Copperwynd Financial’s Oracle ORCL Stock Holding History

Copperwynd Financial’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 Q2	$2.74M	Buy	12,517 +1,589	+15%	+$257K	0.68%	34
2025 Q1	$1.53M	Buy	10,928 +2,227	+26%	+$363K	0.42%	44
2024 Q4	$1.45M	Buy	+8,701	New	+$1.55M	0.4%	45
2023 Q3	–	Sell	-18,021	Closed	-$2.15M	–	141
2023 Q2	$2.15M	Buy	+18,021	New	+$1.86M	1%	19
2023 Q1	–	Sell	-25,560	Closed	-$2.09M	–	149
2022 Q4	$2.09M	Sell	25,560 -5,946	-19%	-$452K	1.17%	15
2022 Q3	$1.92M	Buy	31,506 +1,063	+3%	+$77.8K	1.11%	21
2022 Q2	$2.13M	Buy	+30,443	New	+$2.23M	1.25%	19

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Copperwynd Financial's ORCL Position: Q2 2025 in Review

Copperwynd Financial increased its Oracle (ORCL) stake by 15% in Q2 2025, buying an estimated $257K and bringing the position to 12,517 shares worth $2.74M. The position accounts for 0.68% of the portfolio, ranked #34.

Copperwynd Financial first reported a position in ORCL in Q2 2022 and has held it in 7 quarters since. 3,617 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

Copperwynd Financial held 12,517 shares of Oracle worth $2.74M as of Q2 2025.
Copperwynd Financial bought 1,589 Oracle shares in Q2 2025, an estimated $257K.
Oracle made up 0.68% of Copperwynd Financial's portfolio in Q2 2025, its #34 holding.
Copperwynd Financial first reported a position in Oracle in Q2 2022 and has held it in 7 quarters since.
3,617 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.