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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
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
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

Wescott Financial Advisory Group's ORCL Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Oracle (ORCL) stake by 1.2% in Q1 2026, buying an estimated $3.58K and bringing the position to 1,783 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #169.

Wescott Financial Advisory Group first reported a position in ORCL in Q2 2023 and has held it in 10 quarters since. The position peaked at $495K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Wescott Financial Advisory Group held 1,783 shares of Oracle worth $262K as of Q1 2026.
  • Wescott Financial Advisory Group bought 22 Oracle shares in Q1 2026, an estimated $3.58K.
  • Oracle made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #169 holding.
  • Wescott Financial Advisory Group first reported a position in Oracle in Q2 2023 and has held it in 10 quarters since.
  • Wescott Financial Advisory Group's Oracle position peaked at $495K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.