ORCL ORACLE SYSTEMS CORP Com

Ownership history in WATERS PARKERSON & CO., LLC  ·  91 quarters on record

AI Ownership Summary

WATERS PARKERSON & CO., LLC reported ORACLE SYSTEMS CORP Com (ORCL) in 91 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.24% in 2025 Q3. The latest visible filing shows ORCL at 1.56% 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 WATERS PARKERSON & CO., LLC's position in ORACLE SYSTEMS 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 1.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.24% 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 WATERS PARKERSON & CO., 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 REDUCED 162,471 -893 -0.5% 1.56% $31.7M 2026-02-14 (Est.) $160.14
2025 Q3 REDUCED 163,364 -791 -0.5% 2.24% $45.9M 2025-10-28 $280.09
2025 Q2 REDUCED 164,155 -50 -0.0% 1.79% $35.9M 2025-08-14 $243.89
2025 Q1 REDUCED 164,205 -2,300 -1.4% 1.22% $23.0M 2025-05-15 $158.37
2024 Q4 REDUCED 166,505 -1,337 -0.8% 1.46% $27.7M 2025-02-14 $172.41
2024 Q3 REDUCED 167,842 -1,433 -0.8% 1.45% $28.6M 2024-11-13 $187.27
2024 Q2 REDUCED 169,275 -1,078 -0.6% 1.27% $23.9M 2024-08-13 $132.29
2024 Q1 REDUCED 170,353 -5,008 -2.9% 1.10% $21.4M 2024-05-14 $118.76
2023 Q4 REDUCED 175,361 -9,984 -5.4% 1.02% $18.5M 2024-02-14 $111.91
82 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WATERS PARKERSON & CO., 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 WATERS PARKERSON & CO., LLC reported owning ORCL?

WATERS PARKERSON & CO., LLC reported ORCL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ORCL position in WATERS PARKERSON & CO., LLC's portfolio?

The largest reported portfolio weight for ORCL was 2.24% in 2025 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q4, when WATERS PARKERSON & CO., LLC reported 162,471 shares, equal to 1.56% of portfolio, with an estimated market value of $31.7M.

What does the chart on this ORCL ownership page compare?

The chart compares WATERS PARKERSON & CO., 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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