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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
Q2 		$205K Hold
1,398
– – 0.09% 152
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 $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

W Advisors LLC's ORCL Position: Q2 2026 in Review

W Advisors LLC held its Oracle (ORCL) position steady in Q2 2026 at 1,398 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #152.

W Advisors LLC first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $380K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • W Advisors LLC held 1,398 shares of Oracle worth $205K as of Q2 2026.
  • W Advisors LLC left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.09% of W Advisors LLC's portfolio in Q2 2026, its #152 holding.
  • W Advisors LLC first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • W Advisors LLC's Oracle position peaked at $380K in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.