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Williams Jones Wealth Management’s Oracle ORCL Stock Holding History

Williams Jones Wealth Management’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 		$13M Sell
88,648
-762
-0.9% -$124K 0.16% 81
2025
Q4 		$17.4M Sell
89,410
-1,169
-1% -$278K 0.2% 71
2025
Q3 		$25.5M Sell
90,579
-184
-0.2% -$46.9K 0.29% 62
2025
Q2 		$19.8M Sell
90,763
-1,820
-2% -$294K 0.24% 68
2025
Q1 		$12.9M Sell
92,583
-1,210
-1% -$197K 0.17% 84
2024
Q4 		$15.6M Buy
93,793
+2,500
+3% +$444K 0.19% 81
2024
Q3 		$15.6M Sell
91,293
-541
-0.6% -$78.4K 0.18% 85
2024
Q2 		$13M Sell
91,834
-204
-0.2% -$25.3K 0.16% 91
2024
Q1 		$11.6M Sell
92,038
-14,528
-14% -$1.66M 0.15% 97
2023
Q4 		$11.2M Buy
106,566
+310
+0.3% +$33.8K 0.16% 91
2023
Q3 		$11.3M Sell
106,256
-1,994
-2% -$231K 0.17% 89
2023
Q2 		$12.9M Sell
108,250
-1,000
-0.9% -$103K 0.19% 85
2023
Q1 		$10.2M Sell
109,250
-345
-0.3% -$30.3K 0.16% 100
2022
Q4 		$8.96M Sell
109,595
-437
-0.4% -$33.2K 0.15% 105
2022
Q3 		$6.72M Buy
110,032
+1,837
+2% +$134K 0.12% 120
2022
Q2 		$7.56M Buy
108,195
+885
+0.8% +$64.8K 0.12% 117
2022
Q1 		$8.88M Sell
107,310
-340
-0.3% -$27.5K 0.12% 110
2021
Q4 		$9.39M Sell
107,650
-364
-0.3% -$34.2K 0.12% 107
2021
Q3 		$9.41M Buy
108,014
+361
+0.3% +$31.9K 0.13% 101
2021
Q2 		$8.38M Sell
107,653
-90
-0.1% -$7.04K 0.12% 109
2021
Q1 		$7.56M Buy
107,743
+923
+0.9% +$59.8K 0.12% 105
2020
Q4 		$6.91M Sell
106,820
-2,053
-2% -$122K 0.11% 108
2020
Q3 		$6.5M Sell
108,873
-10,050
-8% -$571K 0.12% 100
2020
Q2 		$6.57M Sell
118,923
-260
-0.2% -$13.8K 0.13% 94
2020
Q1 		$5.76M Sell
119,183
-6,300
-5% -$325K 0.15% 89
2019
Q4 		$6.65M Buy
125,483
+7,032
+6% +$387K 0.13% 103
2019
Q3 		$6.52M Buy
+118,451
New +$6.54M 0.13% 97

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Williams Jones Wealth Management's ORCL Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Oracle (ORCL) stake by 0.85% in Q1 2026, selling an estimated $124K and leaving 88,648 shares worth $13M. The position accounts for 0.16% of the portfolio, ranked #81.

Williams Jones Wealth Management first reported a position in ORCL in Q3 2019 and has held it in 27 quarters since. The position peaked at $25.5M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Williams Jones Wealth Management held 88,648 shares of Oracle worth $13M as of Q1 2026.
  • Williams Jones Wealth Management sold 762 Oracle shares in Q1 2026, an estimated $124K.
  • Oracle made up 0.16% of Williams Jones Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Williams Jones Wealth Management first reported a position in Oracle in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Oracle position peaked at $25.5M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.