WBH Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.39M | Sell |
9,592
-42
| -0.4% | -$6.83K | 0.1% | 138 |
|
|
2025
Q4 | $1.88M | Sell |
9,634
-241
| -2% | -$57.4K | 0.14% | 116 |
|
|
2025
Q3 | $2.78M | Hold |
9,875
| – | – | 0.21% | 85 |
|
|
2025
Q2 | $2.16M | Sell |
9,875
-88
| -0.9% | -$14.2K | 0.18% | 97 |
|
|
2025
Q1 | $1.39M | Sell |
9,963
-1,711
| -15% | -$279K | 0.13% | 122 |
|
|
2024
Q4 | $1.95M | Sell |
11,674
-951
| -8% | -$169K | 0.18% | 98 |
|
|
2024
Q3 | $2.15M | Sell |
12,625
-71
| -0.6% | -$10.3K | 0.2% | 85 |
|
|
2024
Q2 | $1.79M | Buy |
12,696
+130
| +1% | +$16.1K | 0.18% | 97 |
|
|
2024
Q1 | $1.58M | Buy |
12,566
+598
| +5% | +$68.4K | 0.16% | 112 |
|
|
2023
Q4 | $1.26M | Sell |
11,968
-359
| -3% | -$39.2K | 0.14% | 130 |
|
|
2023
Q3 | $1.31M | Buy |
12,327
+549
| +5% | +$63.5K | 0.16% | 118 |
|
|
2023
Q2 | $1.4M | Sell |
11,778
-248
| -2% | -$25.6K | 0.17% | 118 |
|
|
2023
Q1 | $1.12M | Buy |
+12,026
| New | +$1.05M | 0.14% | 144 |
|
|
2022
Q3 | $739K | Sell |
12,100
-98
| -0.8% | -$7.17K | 0.11% | 162 |
|
|
2022
Q2 | $873K | Sell |
12,198
-198
| -2% | -$14.5K | 0.12% | 148 |
|
|
2022
Q1 | $944K | Sell |
12,396
-229
| -2% | -$18.5K | 0.12% | 150 |
|
|
2021
Q4 | $1.1M | Buy |
12,625
+1
| +0% | +$94 | 0.13% | 146 |
|
|
2021
Q3 | $1.1M | Sell |
12,624
-2,937
| -19% | -$259K | 0.15% | 129 |
|
|
2021
Q2 | $1.37M | Buy |
15,561
+436
| +3% | +$34.1K | 0.2% | 98 |
|
|
2021
Q1 | $1.06M | Sell |
15,125
-199
| -1% | -$12.9K | 0.17% | 112 |
|
|
2020
Q4 | $943K | Sell |
15,324
-1,300
| -8% | -$77.4K | 0.16% | 111 |
|
|
2020
Q3 | $992K | Sell |
16,624
-561
| -3% | -$31.9K | 0.2% | 102 |
|
|
2020
Q2 | $949K | Sell |
17,185
-1,149
| -6% | -$60.9K | 0.23% | 101 |
|
|
2020
Q1 | $886 | Sell |
18,334
-190
| -1% | -$9.81K | 0.21% | 92 |
|
|
2019
Q4 | $981K | Sell |
18,524
-6,747
| -27% | -$371K | 0.2% | 111 |
|
|
2019
Q3 | $1.39M | Sell |
25,271
-297
| -1% | -$16.4K | 0.31% | 81 |
|
|
2019
Q2 | $1.46M | Sell |
25,568
-3,197
| -11% | -$173K | 0.34% | 71 |
|
|
2019
Q1 | $1.54M | Sell |
28,765
-521
| -2% | -$26.5K | 0.37% | 67 |
|
|
2018
Q4 | $1.32K | Sell |
29,286
-471
| -2% | -$22.6K | 0.32% | 72 |
|
|
2018
Q3 | $1.53M | Sell |
29,757
-414
| -1% | -$20.1K | 0.37% | 64 |
|
|
2018
Q2 | $1.33M | Buy |
30,171
+503
| +2% | +$23.2K | 0.34% | 68 |
|
|
2018
Q1 | $1.36M | Sell |
29,668
-222
| -0.7% | -$11K | 0.37% | 65 |
|
|
2017
Q4 | $1.41M | Buy |
29,890
+20
| +0.1% | +$981 | 0.38% | 65 |
|
|
2017
Q3 | $1.44M | Buy |
29,870
+176
| +0.6% | +$8.76K | 0.4% | 60 |
|
|
2017
Q2 | $1.49M | Sell |
29,694
-1,284
| -4% | -$58.5K | 0.42% | 57 |
|
|
2017
Q1 | $1.38M | Sell |
30,978
-778
| -2% | -$32.4K | 0.41% | 57 |
|
|
2016
Q4 | $1.22M | Sell |
31,756
-363
| -1% | -$14.2K | 0.41% | 57 |
|
|
2016
Q3 | $1.26M | Buy |
32,119
+65
| +0.2% | +$2.65K | 0.43% | 57 |
|
|
2016
Q2 | $1.31M | Sell |
32,054
-1,243
| -4% | -$49.6K | 0.51% | 48 |
|
|
2016
Q1 | $1.36M | Sell |
33,297
-650
| -2% | -$24.1K | 0.46% | 46 |
|
|
2015
Q4 | $1.24K | Sell |
33,947
-1,299
| -4% | -$49.6K | 0.43% | 50 |
|
|
2015
Q3 | $1.27M | Sell |
35,246
-349
| -1% | -$13.4K | 0.53% | 47 |
|
|
2015
Q2 | $1.43M | Sell |
35,595
-2,099
| -6% | -$91K | 0.56% | 46 |
|
|
2015
Q1 | $1.63K | Sell |
37,694
-99
| -0.3% | -$4.29K | 0.46% | 43 |
|
|
2014
Q4 | $1.7M | Sell |
37,793
-399
| -1% | -$16.2K | 0.64% | 38 |
|
|
2014
Q3 | $1.46M | Sell |
38,192
-799
| -2% | -$32.4K | 0.51% | 42 |
|
|
2014
Q2 | $1.58M | Sell |
38,991
-199
| -0.5% | -$8.19K | 0.6% | 38 |
|
|
2014
Q1 | $1.6M | Sell |
39,190
-2,503
| -6% | -$95.3K | 0.64% | 34 |
|
|
2013
Q4 | $1.59M | Buy |
41,693
+1,141
| +3% | +$39.2K | 0.64% | 36 |
|
|
2013
Q3 | $1.34M | Sell |
40,552
-3,277
| -7% | -$106K | 0.6% | 38 |
|
|
2013
Q2 | $1.35M | Buy |
+43,829
| New | +$1.45M | 0.62% | 39 |
|
Other funds holding ORCL
VCM
VPM
WBH Advisory's ORCL Position: Q1 2026 in Review
WBH Advisory reduced its Oracle (ORCL) stake by 0.44% in Q1 2026, selling an estimated $6.83K and leaving 9,592 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #138.
WBH Advisory first reported a position in ORCL in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.78M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- WBH Advisory held 9,592 shares of Oracle worth $1.39M as of Q1 2026.
- WBH Advisory sold 42 Oracle shares in Q1 2026, an estimated $6.83K.
- Oracle made up 0.1% of WBH Advisory's portfolio in Q1 2026, its #138 holding.
- WBH Advisory first reported a position in Oracle in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Oracle position peaked at $2.78M in Q3 2025.
- 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.