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WCG Wealth Advisors’s Oracle ORCL Stock Holding History

WCG Wealth Advisors’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 		$11.4M Buy
77,465
+3,110
+4% +$506K 0.32% 84
2025
Q4 		$14.5M Buy
74,355
+46,367
+166% +$11M 0.41% 68
2025
Q3 		$7.87M Sell
27,988
-10,713
-28% -$2.73M 0.49% 59
2025
Q2 		$8.46M Sell
38,701
-5,337
-12% -$862K 0.55% 51
2025
Q1 		$6.16M Sell
44,038
-6,484
-13% -$1.06M 0.47% 68
2024
Q4 		$8.42M Sell
50,522
-6,378
-11% -$1.13M 0.56% 52
2024
Q3 		$9.7M Buy
56,900
+298
+0.5% +$43.2K 0.65% 43
2024
Q2 		$7.99M Buy
56,602
+12,014
+27% +$1.49M 0.59% 50
2024
Q1 		$5.6M Sell
44,588
-22,622
-34% -$2.59M 0.47% 61
2023
Q4 		$7.09M Buy
67,210
+2,085
+3% +$228K 0.52% 55
2023
Q3 		$7.06M Buy
65,125
+12,459
+24% +$1.44M 0.52% 55
2023
Q2 		$6.27M Sell
52,666
-6,941
-12% -$718K 0.73% 40
2023
Q1 		$5.54M Buy
59,607
+7,925
+15% +$695K 0.71% 41
2022
Q4 		$4.22M Buy
51,682
+8,152
+19% +$620K 0.58% 45
2022
Q3 		$2.9M Buy
43,530
+2,493
+6% +$183K 0.38% 58
2022
Q2 		$2.87M Buy
+41,037
New +$3M 0.4% 58

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

WCG Wealth Advisors's ORCL Position: Q1 2026 in Review

WCG Wealth Advisors increased its Oracle (ORCL) stake by 4.2% in Q1 2026, buying an estimated $506K and bringing the position to 77,465 shares worth $11.4M. The position accounts for 0.32% of the portfolio, ranked #84.

WCG Wealth Advisors first reported a position in ORCL in Q2 2022 and has held it in 16 quarters since. The position peaked at $14.5M in Q4 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • WCG Wealth Advisors held 77,465 shares of Oracle worth $11.4M as of Q1 2026.
  • WCG Wealth Advisors bought 3,110 Oracle shares in Q1 2026, an estimated $506K.
  • Oracle made up 0.32% of WCG Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • WCG Wealth Advisors first reported a position in Oracle in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's Oracle position peaked at $14.5M in Q4 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.