Question 1

How many shares of ORCL does Williams Jones Wealth Management, LLC. own?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC. holds 85,334 shares of ORCL (ORACLE CORP).

Question 2

What is Williams Jones Wealth Management, LLC.'s ORCL position worth?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC.'s ORCL position is worth $12.5M.

Question 3

Is Williams Jones Wealth Management, LLC. buying or selling ORCL?

Accepted Answer

In 2026-Q2, Williams Jones Wealth Management, LLC. decreased their ORCL position (-3.7% change in shares).

Question 4

When did Williams Jones Wealth Management, LLC. first buy ORCL?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in ORCL in 2024-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	85,334	-3.7%	$12.5M	0.1%	$146.04	0
2026-Q1	Decreased	88,648	-0.8%	$13M	0.2%	$149.01	0
2025-Q4	Decreased	89,410	-1.3%	$17.4M	0.2%	$196.69	0
2025-Q3	Decreased	90,579	-0.2%	$25.5M	0.3%	$281.53	0
2025-Q2	Decreased	90,763	-2.0%	$19.8M	0.2%	$208.88	0
2025-Q1	Decreased	92,583	-1.3%	$12.9M	0.2%	$139.46	0
2024-Q4	Increased	93,793	+2.7%	$15.6M	0.2%	$164.83	35
2024-Q3	Decreased	91,293	-0.6%	$15.6M	0.2%	$166.26	0