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ORCLORCL

Showing 9 of 29 quarters

Position history for Williams Jones Wealth Management, LLCWilliams Jones Wealth Management, LLC's holdings in Oracle Corporation

Yes. Williams Jones Wealth Management holds 70,314 shares of ORCL (Oracle), worth $9.7M, as of its Q3 2026 13F filing. It reduced the position by 15,020 shares (-17.6%) from Q2 2026. Williams Jones Wealth Management has held ORCL in every 13F on record since Q3 2019, 29 quarterly filings. ORCL is 0.1% of Williams Jones Wealth Management's reported 13F portfolio.

Current Value

$9.7M

Current Shares

70,314

Total Value Change

-$5.9M

Total Shares Change

-20,979

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
70,314
-17.6%
$9.7M0.1%$136.79
0
2026-Q2
Decreased
85,334
-3.7%
$12.5M0.1%$146.04
0
2026-Q1
Decreased
88,648
-0.8%
$13M0.2%$146.09
0
2025-Q4
Decreased
89,410
-1.3%
$17.4M0.2%$193.05
0
2025-Q3
Decreased
90,579
-0.2%
$25.5M0.3%$278.07
0
2025-Q2
Decreased
90,763
-2.0%
$19.8M0.2%$215.71
0
2025-Q1
Decreased
92,583
-1.3%
$12.9M0.2%$137.45
0
2024-Q4
Increased
93,793
+2.7%
$15.6M0.2%$163.42
35
2024-Q3
Decreased
91,293
-0.6%
$15.6M0.2%$166.74
0

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