WA
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
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 $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

WESPAC Advisors's ORCL Position: Q1 2026 in Review

WESPAC Advisors increased its Oracle (ORCL) stake by 0.06% in Q1 2026, buying an estimated $163 and bringing the position to 1,752 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #151.

WESPAC Advisors first reported a position in ORCL in Q4 2014 and has held it in 5 quarters since. The position peaked at $382K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • WESPAC Advisors held 1,752 shares of Oracle worth $258K as of Q1 2026.
  • WESPAC Advisors bought 1 Oracle share in Q1 2026, an estimated $163.
  • Oracle made up 0.14% of WESPAC Advisors's portfolio in Q1 2026, its #151 holding.
  • WESPAC Advisors first reported a position in Oracle in Q4 2014 and has held it in 5 quarters since.
  • WESPAC Advisors's Oracle position peaked at $382K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.