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W Advisors LLC’s Oracle ORCL Stock Holding History

W Advisors LLC’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 		$206K Hold
1,398
– – 0.11% 135
2025
Q4 		$272K Buy
1,398
+46
+3% +$11K 0.14% 113
2025
Q3 		$380K Hold
1,352
– – 0.2% 93
2025
Q2 		$296K Buy
+1,352
New +$218K 0.17% 102
2025
Q1 		– Sell
-2,179
Closed -$363K – 123
2024
Q4 		$363K Buy
2,179
+21
+1% +$3.73K 0.22% 87
2024
Q3 		$368K Buy
2,158
+64
+3% +$9.27K 0.23% 82
2024
Q2 		$296K Buy
2,094
+14
+0.7% +$1.74K 0.19% 92
2024
Q1 		$261K Buy
2,080
+12
+0.6% +$1.37K 0.18% 97
2023
Q4 		$218K Buy
+2,068
New +$226K 0.16% 103

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

W Advisors LLC's ORCL Position: Q1 2026 in Review

W Advisors LLC held its Oracle (ORCL) position steady in Q1 2026 at 1,398 shares worth $206K. The position accounts for 0.11% of the portfolio, ranked #135.

W Advisors LLC first reported a position in ORCL in Q4 2023 and has held it in 9 quarters since. The position peaked at $380K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • W Advisors LLC held 1,398 shares of Oracle worth $206K as of Q1 2026.
  • W Advisors LLC left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.11% of W Advisors LLC's portfolio in Q1 2026, its #135 holding.
  • W Advisors LLC first reported a position in Oracle in Q4 2023 and has held it in 9 quarters since.
  • W Advisors LLC's Oracle position peaked at $380K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.