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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
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 $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

WBI Investments's ORCL Position: Q1 2026 in Review

WBI Investments opened a new position in Oracle (ORCL) in Q1 2026: 4,098 shares worth $603K. The stake represents 0.17% of the portfolio and ranks #169 among its holdings. This is a return to the name: WBI Investments previously reported a position in ORCL as recently as Q2 2021.

WBI Investments first reported a position in ORCL in Q4 2014 and has held it in 14 quarters since. The position peaked at $5.62M in Q4 2014. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • WBI Investments held 4,098 shares of Oracle worth $603K as of Q1 2026.
  • Oracle was a new WBI Investments position in Q1 2026.
  • Oracle made up 0.17% of WBI Investments's portfolio in Q1 2026, its #169 holding.
  • WBI Investments first reported a position in Oracle in Q4 2014 and has held it in 14 quarters since.
  • WBI Investments's Oracle position peaked at $5.62M in Q4 2014.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.