WESPAC Advisors
ORCL icon

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
Q3 		– Sell
-1,754
Closed -$257K – 229
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

WESPAC Advisors's ORCL Position: Q3 2026 in Review

WESPAC Advisors sold out of Oracle (ORCL) in Q3 2026, closing a stake of 1,754 shares — an estimated $257K sold.

WESPAC Advisors first reported a position in ORCL in Q4 2014 and held it in 6 quarters. The position peaked at $382K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • WESPAC Advisors reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • WESPAC Advisors sold 1,754 Oracle shares in Q3 2026, an estimated $257K.
  • WESPAC Advisors first reported a position in Oracle in Q4 2014 and held it in 6 quarters.
  • WESPAC Advisors's Oracle position peaked at $382K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.