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Watts Gwilliam & Co’s Oracle ORCL Stock Holding History

Watts Gwilliam & 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
2025
Q3 		$364K Hold
1,294
– – 0.06% 165
2025
Q2 		$384K Buy
+1,294
New +$209K 0.06% 159
2024
Q4 		– Sell
-1,232
Closed -$215K – 221
2024
Q3 		$215K Buy
+1,232
New +$178K 0.05% 187

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Watts Gwilliam & Co's ORCL Position: Q3 2025 in Review

Watts Gwilliam & Co held its Oracle (ORCL) position steady in Q3 2025 at 1,294 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #165.

Watts Gwilliam & Co first reported a position in ORCL in Q3 2024 and has held it in 3 quarters since. The position peaked at $384K in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Watts Gwilliam & Co held 1,294 shares of Oracle worth $364K as of Q3 2025.
  • Watts Gwilliam & Co left its Oracle share count unchanged in Q3 2025.
  • Oracle made up 0.06% of Watts Gwilliam & Co's portfolio in Q3 2025, its #165 holding.
  • Watts Gwilliam & Co first reported a position in Oracle in Q3 2024 and has held it in 3 quarters since.
  • Watts Gwilliam & Co's Oracle position peaked at $384K in Q2 2025.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.