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CWC Advisors’s Oracle ORCL Stock Holding History

CWC 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 		$423K Buy
2,874
+73
+3% +$11.9K 0.2% 102
2025
Q4 		$546K Sell
2,801
-71
-2% -$16.9K 0.26% 89
2025
Q3 		$808K Sell
2,872
-334
-10% -$85.1K 0.4% 58
2025
Q2 		$701K Buy
3,206
+601
+23% +$97K 0.36% 64
2025
Q1 		$364K Buy
2,605
+10
+0.4% +$1.63K 0.21% 96
2024
Q4 		$432K Sell
2,595
-322
-11% -$57.2K 0.43% 64
2024
Q3 		$497K Buy
+2,917
New +$423K 0.49% 60

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

CWC Advisors's ORCL Position: Q1 2026 in Review

CWC Advisors increased its Oracle (ORCL) stake by 2.6% in Q1 2026, buying an estimated $11.9K and bringing the position to 2,874 shares worth $423K. The position accounts for 0.2% of the portfolio, ranked #102.

CWC Advisors first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $808K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • CWC Advisors held 2,874 shares of Oracle worth $423K as of Q1 2026.
  • CWC Advisors bought 73 Oracle shares in Q1 2026, an estimated $11.9K.
  • Oracle made up 0.2% of CWC Advisors's portfolio in Q1 2026, its #102 holding.
  • CWC Advisors first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • CWC Advisors's Oracle position peaked at $808K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.