WWC
ORCL icon

Waypoint Wealth Counsel’s Oracle ORCL Stock Holding History

Waypoint Wealth 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
Q1 		– Sell
-1,581
Closed -$308K – 276
2025
Q4 		$308K Sell
1,581
-393
-20% -$93.6K 0.11% 181
2025
Q3 		$555K Buy
1,974
+838
+74% +$213K 0.22% 81
2025
Q2 		$248K Buy
+1,136
New +$183K 0.12% 143

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waypoint Wealth Counsel's ORCL Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,581 shares — an estimated $308K sold.

Waypoint Wealth Counsel first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $555K in Q3 2025. 3,505 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,581 Oracle shares in Q1 2026, an estimated $308K.
  • Waypoint Wealth Counsel first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
  • Waypoint Wealth Counsel's Oracle position peaked at $555K in Q3 2025.
  • 3,505 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.