WFI
ORCL icon

West Family Investments’s Oracle ORCL Stock Holding History

West Family Investments’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 		$841K Buy
5,736
+576
+11% +$104K 0.24% 76
2026
Q1 		$759K Buy
5,160
+203
+4% +$33K 0.27% 70
2025
Q4 		$966K Sell
4,957
-2,418
-33% -$576K 0.23% 87
2025
Q3 		$2.07M Buy
7,375
+528
+8% +$134K 0.46% 35
2025
Q2 		$1.5M Buy
6,847
+1,423
+26% +$230K 0.39% 43
2025
Q1 		$758K Sell
5,424
-91
-2% -$14.8K 0.29% 73
2024
Q4 		$919K Sell
5,515
-163
-3% -$29K 0.32% 61
2024
Q3 		$968K Buy
5,678
+1,224
+27% +$177K 0.33% 64
2024
Q2 		$629K Buy
4,454
+67
+2% +$8.32K 0.19% 91
2024
Q1 		$551K Buy
4,387
+388
+10% +$44.4K 0.17% 106
2023
Q4 		$422K Hold
3,999
– – 0.14% 112
2023
Q3 		$424K Buy
+3,999
New +$463K 0.15% 108
2023
Q2 		– Sell
-3,999
Closed -$372K – 259
2023
Q1 		$372K Buy
3,999
+325
+9% +$28.5K 0.15% 106
2022
Q4 		$300K Buy
+3,674
New +$279K 0.1% 161
2022
Q3 		– Sell
-6,376
Closed -$445K – 243
2022
Q2 		$445K Buy
6,376
+2,168
+52% +$159K 0.18% 103
2022
Q1 		$348K Sell
4,208
-3,873
-48% -$314K 0.1% 164
2021
Q4 		$705K Sell
8,081
-1,355
-14% -$127K 0.19% 94
2021
Q3 		$822K Buy
9,436
+1,109
+13% +$98K 0.21% 89
2021
Q2 		$648K Buy
+8,327
New +$652K 0.18% 99

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 $3.38T AUM 44.17% 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

West Family Investments's ORCL Position: Q2 2026 in Review

West Family Investments increased its Oracle (ORCL) stake by 11% in Q2 2026, buying an estimated $104K and bringing the position to 5,736 shares worth $841K. The position accounts for 0.24% of the portfolio, ranked #76.

West Family Investments first reported a position in ORCL in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.07M in Q3 2025. 3,540 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • West Family Investments held 5,736 shares of Oracle worth $841K as of Q2 2026.
  • West Family Investments bought 576 Oracle shares in Q2 2026, an estimated $104K.
  • Oracle made up 0.24% of West Family Investments's portfolio in Q2 2026, its #76 holding.
  • West Family Investments first reported a position in Oracle in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's Oracle position peaked at $2.07M in Q3 2025.
  • 3,540 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.