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Leith Wheeler Investment Counsel’s Oracle ORCL Stock Holding History

Leith Wheeler Investment Counsel’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
Q2 		$2.52M Buy
17,190
+760
+5% +$138K 0.19% 56
2026
Q1 		$2.42M Buy
16,430
+640
+4% +$104K 0.2% 54
2025
Q4 		$3.08M Sell
15,790
-41,903
-73% -$9.98M 0.23% 51
2025
Q3 		$16.2M Buy
+57,693
New +$14.7M 1.1% 23
2025
Q1 		– Sell
-71,517
Closed -$11.9M – 80
2024
Q4 		$11.9M Buy
+71,517
New +$12.7M 0.86% 28

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leith Wheeler Investment Counsel's ORCL Position: Q2 2026 in Review

Leith Wheeler Investment Counsel increased its Oracle (ORCL) stake by 4.6% in Q2 2026, buying an estimated $138K and bringing the position to 17,190 shares worth $2.52M. The position accounts for 0.19% of the portfolio, ranked #56.

Leith Wheeler Investment Counsel first reported a position in ORCL in Q4 2024 and has held it in 5 quarters since. The position peaked at $16.2M in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Leith Wheeler Investment Counsel held 17,190 shares of Oracle worth $2.52M as of Q2 2026.
  • Leith Wheeler Investment Counsel bought 760 Oracle shares in Q2 2026, an estimated $138K.
  • Oracle made up 0.19% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #56 holding.
  • Leith Wheeler Investment Counsel first reported a position in Oracle in Q4 2024 and has held it in 5 quarters since.
  • Leith Wheeler Investment Counsel's Oracle position peaked at $16.2M in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.