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WBI Investments’s Oracle ORCL Stock Holding History

WBI Investments’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 		$630K Buy
4,296
+198
+5% +$35.9K 0.16% 174
2026
Q1 		$603K Buy
+4,098
New +$666K 0.17% 169
2021
Q3 		– Sell
-5,516
Closed -$429K – 221
2021
Q2 		$429K Buy
+5,516
New +$432K 0.07% 132
2021
Q1 		– Sell
-42,558
Closed -$2.75M – 220
2020
Q4 		$2.75M Sell
42,558
-45,305
-52% -$2.7M 0.42% 59
2020
Q3 		$5.25M Buy
+87,863
New +$4.99M 0.81% 40
2020
Q2 		– Sell
-69,071
Closed -$3.34M – 123
2020
Q1 		$3.34M Buy
69,071
+57,070
+476% +$2.95M 0.63% 18
2019
Q4 		$636K Sell
12,001
-76,852
-86% -$4.23M 0.07% 148
2019
Q3 		$4.89M Buy
88,853
+77,774
+702% +$4.3M 0.46% 49
2019
Q2 		$631K Sell
11,079
-4,530
-29% -$245K 0.06% 173
2019
Q1 		$838K Buy
+15,609
New +$795K 0.06% 185
2018
Q4 		– Sell
-9,605
Closed -$495K – 196
2018
Q3 		$495K Buy
+9,605
New +$467K 0.03% 220
2017
Q4 		– Sell
-57,778
Closed -$2.79M – 348
2017
Q3 		$2.79M Sell
57,778
-10,104
-15% -$503K 0.12% 111
2017
Q2 		$3.4M Buy
+67,882
New +$3.09M 0.15% 111
2015
Q2 		– Sell
-121,755
Closed -$5.25M – 266
2015
Q1 		$5.25M Sell
121,755
-3,165
-3% -$137K 0.12% 121
2014
Q4 		$5.62M Buy
+124,920
New +$5.08M 0.15% 96

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

WBI Investments's ORCL Position: Q2 2026 in Review

WBI Investments increased its Oracle (ORCL) stake by 4.8% in Q2 2026, buying an estimated $35.9K and bringing the position to 4,296 shares worth $630K. The position accounts for 0.16% of the portfolio, ranked #174.

WBI Investments first reported a position in ORCL in Q4 2014 and has held it in 15 quarters since. The position peaked at $5.62M in Q4 2014. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • WBI Investments held 4,296 shares of Oracle worth $630K as of Q2 2026.
  • WBI Investments bought 198 Oracle shares in Q2 2026, an estimated $35.9K.
  • Oracle made up 0.16% of WBI Investments's portfolio in Q2 2026, its #174 holding.
  • WBI Investments first reported a position in Oracle in Q4 2014 and has held it in 15 quarters since.
  • WBI Investments's Oracle position peaked at $5.62M in Q4 2014.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.