West Coast Financial’s Oracle ORCL Stock Holding History

West Coast Financial’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
2025 Q2	–	Sell	-3,152	Closed	-$441K	–	108
2025 Q1	$441K	Hold	3,152	–	–	0.05%	110
2024 Q4	$525K	Hold	3,152	–	–	0.06%	104
2024 Q3	$537K	Hold	3,152	–	–	0.06%	101
2024 Q2	$445K	Buy	3,152 +161	+5%	+$20K	0.05%	104
2024 Q1	$376K	Buy	2,991 +67	+2%	+$7.67K	0.05%	114
2023 Q4	$308K	Hold	2,924	–	–	0.04%	126
2023 Q3	$310K	Sell	2,924 -15	-0.5%	-$1.74K	0.05%	113
2023 Q2	$350K	Sell	2,939 -385	-12%	-$39.8K	0.05%	114
2023 Q1	$309K	Hold	3,324	–	–	0.05%	108
2022 Q4	$272K	Sell	3,324 -126	-4%	-$9.58K	0.05%	111
2022 Q3	$211K	Buy	3,450 +126	+4%	+$9.22K	0.04%	116
2022 Q2	$232K	Hold	3,324	–	–	0.04%	113
2022 Q1	$275K	Hold	3,324	–	–	0.04%	112
2021 Q4	$290K	Hold	3,324	–	–	0.04%	114
2021 Q3	$290K	Sell	3,324 -22	-0.7%	-$1.94K	0.05%	110
2021 Q2	$260K	Buy	3,346 +22	+0.7%	+$1.72K	0.04%	116
2021 Q1	$233K	Buy	+3,324	New	+$215K	0.04%	114

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Coast Financial's ORCL Position: Q2 2025 in Review

West Coast Financial sold out of Oracle (ORCL) in Q2 2025, closing a stake of 3,152 shares — an estimated $441K sold.

West Coast Financial first reported a position in ORCL in Q1 2021 and held it in 17 quarters. The position peaked at $537K in Q3 2024. 3,618 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

West Coast Financial reported no remaining Oracle position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 3,152 Oracle shares in Q2 2025, an estimated $441K.
West Coast Financial first reported a position in Oracle in Q1 2021 and held it in 17 quarters.
West Coast Financial's Oracle position peaked at $537K in Q3 2024.
3,618 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.