Wescott Financial Advisory Group’s Oracle ORCL Stock Holding History

Wescott Financial Advisory Group’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	$249K	Sell	1,698 -85	-5%	-$15.4K	0.02%	180
2026 Q1	$262K	Buy	1,783 +22	+1%	+$3.58K	0.02%	169
2025 Q4	$343K	Hold	1,761	–	–	0.03%	149
2025 Q3	$495K	Buy	1,761 +187	+12%	+$47.6K	0.04%	120
2025 Q2	$344K	Buy	1,574 +12	+0.8%	+$1.94K	0.03%	138
2025 Q1	$218K	Buy	1,562 +31	+2%	+$5.05K	0.02%	162
2024 Q4	$255K	Buy	1,531 +159	+12%	+$28.2K	0.03%	153
2024 Q3	$234K	Buy	+1,372	New	+$199K	0.03%	158
2024 Q1	–	Sell	-2,166	Closed	-$228K	–	170
2023 Q4	$228K	Sell	2,166 -9	-0.4%	-$982	0.03%	149
2023 Q3	$230K	Buy	2,175 +250	+13%	+$28.9K	0.04%	142
2023 Q2	$229K	Buy	+1,925	New	+$199K	0.04%	148

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wescott Financial Advisory Group's ORCL Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Oracle (ORCL) stake by 4.8% in Q2 2026, selling an estimated $15.4K and leaving 1,698 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #180.

Wescott Financial Advisory Group first reported a position in ORCL in Q2 2023 and has held it in 11 quarters since. The position peaked at $495K in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Wescott Financial Advisory Group held 1,698 shares of Oracle worth $249K as of Q2 2026.
Wescott Financial Advisory Group sold 85 Oracle shares in Q2 2026, an estimated $15.4K.
Oracle made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #180 holding.
Wescott Financial Advisory Group first reported a position in Oracle in Q2 2023 and has held it in 11 quarters since.
Wescott Financial Advisory Group's Oracle position peaked at $495K in Q3 2025.
3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.