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WESPAC Advisors’s Oracle ORCL Stock Holding History

WESPAC 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
Q2 		$257K Buy
1,754
+2
+0.1% +$362 0.13% 161
2026
Q1 		$258K Buy
1,752
+1
+0.1% +$163 0.14% 151
2025
Q4 		$341K Buy
1,751
+391
+29% +$93.1K 0.19% 125
2025
Q3 		$382K Buy
1,360
+5
+0.4% +$1.27K 0.22% 132
2025
Q2 		$296K Buy
+1,355
New +$219K 0.21% 138
2015
Q1 		– Sell
-6,736
Closed -$303K – 131
2014
Q4 		$303K Buy
+6,736
New +$274K 0.21% 96

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WESPAC Advisors's ORCL Position: Q2 2026 in Review

WESPAC Advisors increased its Oracle (ORCL) stake by 0.11% in Q2 2026, buying an estimated $362 and bringing the position to 1,754 shares worth $257K. The position accounts for 0.13% of the portfolio, ranked #161.

WESPAC Advisors first reported a position in ORCL in Q4 2014 and has held it in 6 quarters since. The position peaked at $382K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • WESPAC Advisors held 1,754 shares of Oracle worth $257K as of Q2 2026.
  • WESPAC Advisors bought 2 Oracle shares in Q2 2026, an estimated $362.
  • Oracle made up 0.13% of WESPAC Advisors's portfolio in Q2 2026, its #161 holding.
  • WESPAC Advisors first reported a position in Oracle in Q4 2014 and has held it in 6 quarters since.
  • WESPAC Advisors's Oracle position peaked at $382K in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.