JWBC
ORCL icon

John W. Bristol & Co’s Oracle ORCL Stock Holding History

John W. Bristol & Co’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 		$404K Hold
2,744
– – 0.01% 52
2025
Q4 		$535K Hold
2,744
– – 0.01% 51
2025
Q3 		$772K Hold
2,744
– – 0.01% 48
2025
Q2 		$600K Hold
2,744
– – 0.01% 50
2025
Q1 		$384K Hold
2,744
– – 0.01% 56
2024
Q4 		$457K Sell
2,744
-482
-15% -$85.6K 0.01% 53
2024
Q3 		$550K Hold
3,226
– – 0.01% 55
2024
Q2 		$456K Sell
3,226
-182
-5% -$22.6K 0.01% 57
2024
Q1 		$428K Hold
3,408
– – 0.01% 54
2023
Q4 		$359K Sell
3,408
-1,000
-23% -$109K 0.01% 61
2023
Q3 		$467K Hold
4,408
– – 0.01% 61
2023
Q2 		$525K Hold
4,408
– – 0.01% 61
2023
Q1 		$410K Buy
+4,408
New +$387K 0.01% 76

Other funds holding ORCL

BlackRock
BlackRock New York $5.7T 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 $1.47T 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