ORCL Oracle Corp COM

Ownership history in Chesley Taft & Associates LLC  ·  79 quarters on record

AI Ownership Summary

Chesley Taft & Associates LLC reported Oracle Corp COM (ORCL) in 79 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.07% in 2025 Q3. The latest visible filing shows ORCL at 1.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chesley Taft & Associates LLC's position in Oracle Corp COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORCL was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Chesley Taft & Associates LLC held ORCL — position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 180,617 +6,584 +3.8% 1.39% $35.2M 2026-02-14 (Est.) $159.58
2025 Q3 ADDED 174,033 +3,976 +2.3% 2.07% $48.9M 2025-10-08 $286.37
2025 Q2 REDUCED 170,057 -954 -0.6% 1.66% $37.2M 2025-07-09 $233.47
2025 Q1 ADDED 171,011 +4 +0.0% 1.16% $23.9M 2025-04-10 $132.03
2024 Q4 REDUCED 171,007 -3,742 -2.1% 1.32% $28.5M 2025-01-17 $158.86
2024 Q3 REDUCED 174,749 -2,815 -1.6% 1.42% $29.8M 2024-10-07 $166.89
2024 Q2 ADDED 177,564 +3,605 +2.1% 1.26% $25.1M 2024-07-19 $136.05
2024 Q1 ADDED 173,959 +11,526 +7.1% 1.12% $21.9M 2024-04-16 $118.10
2023 Q4 REDUCED 162,433 -4,248 -2.5% 0.96% $17.1M 2024-01-11 $102.25
70 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Chesley Taft & Associates LLC and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chesley Taft & Associates LLC reported owning ORCL?

Chesley Taft & Associates LLC reported ORCL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ORCL position in Chesley Taft & Associates LLC's portfolio?

The largest reported portfolio weight for ORCL was 2.07% in 2025 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q4, when Chesley Taft & Associates LLC reported 180,617 shares, equal to 1.39% of portfolio, with an estimated market value of $35.2M.

What does the chart on this ORCL ownership page compare?

The chart compares Chesley Taft & Associates LLC's quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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