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WESPAC Advisors SoCal’s Oracle ORCL Stock Holding History

WESPAC Advisors SoCal’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 		$5.33M Buy
36,369
+1,951
+6% +$354K 0.95% 35
2026
Q1 		$5.06M Buy
34,418
+3,036
+10% +$494K 1.08% 32
2025
Q4 		$6.12M Sell
31,382
-1,572
-5% -$374K 1.23% 33
2025
Q3 		$9.27M Buy
32,954
+1,332
+4% +$339K 1.88% 19
2025
Q2 		$6.91M Buy
+31,622
New +$5.11M 1.54% 25
2019
Q2 		– Sell
-3,035
Closed -$163K – 233
2019
Q1 		$163K Hold
3,035
– – 0.09% 91
2018
Q4 		$137K Buy
3,035
+715
+31% +$34.3K 0.09% 91
2018
Q3 		$119K Buy
+2,320
New +$113K 0.06% 97
2018
Q2 		– Sell
-2,320
Closed -$106K – 199
2018
Q1 		$106K Buy
2,320
+100
+5% +$4.97K 0.06% 93
2017
Q4 		$104K Buy
2,220
+120
+6% +$5.89K 0.06% 98
2017
Q3 		$101K Sell
2,100
-200
-9% -$9.95K 0.06% 105
2017
Q2 		$115K Sell
2,300
-50
-2% -$2.28K 0.07% 100
2017
Q1 		$105K Sell
2,350
-301
-11% -$12.5K 0.07% 100
2016
Q4 		$102K Sell
2,651
-250
-9% -$9.78K 0.07% 99
2016
Q3 		$114K Buy
2,901
+1
+0% +$41 0.08% 94
2016
Q2 		$119K Buy
2,900
+500
+21% +$20K 0.08% 93
2016
Q1 		$98.2K Hold
2,400
– – 0.07% 88
2015
Q4 		$87K Buy
+2,400
New +$91.7K 0.06% 104

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WESPAC Advisors SoCal's ORCL Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Oracle (ORCL) stake by 5.7% in Q2 2026, buying an estimated $354K and bringing the position to 36,369 shares worth $5.33M. The position accounts for 0.95% of the portfolio, ranked #35.

WESPAC Advisors SoCal first reported a position in ORCL in Q4 2015 and has held it in 18 quarters since. The position peaked at $9.27M in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • WESPAC Advisors SoCal held 36,369 shares of Oracle worth $5.33M as of Q2 2026.
  • WESPAC Advisors SoCal bought 1,951 Oracle shares in Q2 2026, an estimated $354K.
  • Oracle made up 0.95% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #35 holding.
  • WESPAC Advisors SoCal first reported a position in Oracle in Q4 2015 and has held it in 18 quarters since.
  • WESPAC Advisors SoCal's Oracle position peaked at $9.27M in Q3 2025.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.