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Annis Gardner Whiting Capital Advisors’s Oracle ORCL Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$1.95M Buy
13,283
+1,424
+12% +$231K 0.31% 51
2025
Q4 		$2.31M Buy
11,859
+221
+2% +$52.6K 0.44% 36
2025
Q3 		$3.27M Buy
11,638
+4,475
+62% +$1.14M 0.68% 19
2025
Q2 		$1.57M Buy
7,163
+766
+12% +$124K 0.54% 33
2025
Q1 		$894K Sell
6,397
-3,738
-37% -$609K 0.38% 60
2024
Q4 		$1.69M Buy
10,135
+236
+2% +$41.9K 0.47% 41
2024
Q3 		$1.69M Sell
9,899
-2,426
-20% -$351K 0.48% 36
2024
Q2 		$1.74M Buy
12,325
+1,484
+14% +$184K 0.49% 31
2024
Q1 		$1.36M Sell
10,841
-758
-7% -$86.8K 0.49% 29
2023
Q4 		$1.22M Buy
11,599
+745
+7% +$81.3K 0.54% 30
2023
Q3 		$1.15M Buy
+10,854
New +$1.26M 0.61% 26

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

Annis Gardner Whiting Capital Advisors's ORCL Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Oracle (ORCL) stake by 12% in Q1 2026, buying an estimated $231K and bringing the position to 13,283 shares worth $1.95M. The position accounts for 0.31% of the portfolio, ranked #51.

Annis Gardner Whiting Capital Advisors first reported a position in ORCL in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.27M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 13,283 shares of Oracle worth $1.95M as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 1,424 Oracle shares in Q1 2026, an estimated $231K.
  • Oracle made up 0.31% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #51 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Oracle in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Oracle position peaked at $3.27M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.