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J.W. Coons Advisors’s Oracle ORCL Stock Holding History

J.W. Coons 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
2025
Q2 		$6.99M Buy
31,989
+499
+2% +$80.6K 1.58% 11
2025
Q1 		$4.4M Sell
31,490
-69
-0.2% -$11.2K 1.16% 22
2024
Q4 		$5.26M Sell
31,559
-1,296
-4% -$230K 1.35% 13
2024
Q3 		$5.6M Buy
32,855
+357
+1% +$51.7K 1.4% 13
2024
Q2 		$4.59M Buy
32,498
+100
+0.3% +$12.4K 1.11% 14
2024
Q1 		$4.07M Buy
32,398
+3,170
+11% +$363K 0.92% 23
2023
Q4 		$3.08M Sell
29,228
-300
-1% -$32.7K 0.83% 27
2023
Q3 		$3.13M Sell
29,528
-3,615
-11% -$418K 0.9% 27
2023
Q2 		$3.95M Hold
33,143
– – 1.08% 18
2023
Q1 		$3.08M Hold
33,143
– – 0.88% 31
2022
Q4 		$2.71M Buy
33,143
+5,100
+18% +$388K 0.81% 34
2022
Q3 		$1.71M Buy
28,043
+1,600
+6% +$117K 0.65% 46
2022
Q2 		$1.85M Sell
26,443
-200
-0.8% -$14.6K 0.65% 43
2022
Q1 		$2.21M Buy
26,643
+200
+0.8% +$16.2K 0.66% 43
2021
Q4 		$2.31M Hold
26,443
– – 0.7% 40
2021
Q3 		$2.31M Hold
26,443
– – 0.79% 36
2021
Q2 		$2.06M Hold
26,443
– – 0.73% 39
2021
Q1 		$1.85M Hold
26,443
– – 0.66% 43
2020
Q4 		$1.71M Hold
26,443
– – 0.65% 44
2020
Q3 		$1.58M Sell
26,443
-693
-3% -$39.4K 0.66% 44
2020
Q2 		$1.5M Hold
27,136
– – 0.67% 45
2020
Q1 		$1.31M Buy
+27,136
New +$1.4M 0.69% 42

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J.W. Coons Advisors's ORCL Position: Q2 2025 in Review

J.W. Coons Advisors increased its Oracle (ORCL) stake by 1.6% in Q2 2025, buying an estimated $80.6K and bringing the position to 31,989 shares worth $6.99M. The position accounts for 1.58% of the portfolio, ranked #11.

J.W. Coons Advisors first reported a position in ORCL in Q1 2020 and has held it in 22 quarters since. 3,616 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • J.W. Coons Advisors held 31,989 shares of Oracle worth $6.99M as of Q2 2025.
  • J.W. Coons Advisors bought 499 Oracle shares in Q2 2025, an estimated $80.6K.
  • Oracle made up 1.58% of J.W. Coons Advisors's portfolio in Q2 2025, its #11 holding.
  • J.W. Coons Advisors first reported a position in Oracle in Q1 2020 and has held it in 22 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.