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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
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 $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

West Family Investments's ORCL Position: Q1 2026 in Review

West Family Investments increased its Oracle (ORCL) stake by 4.1% in Q1 2026, buying an estimated $33K and bringing the position to 5,160 shares worth $759K. The position accounts for 0.27% of the portfolio, ranked #70.

West Family Investments first reported a position in ORCL in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.07M in Q3 2025. 3,476 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • West Family Investments held 5,160 shares of Oracle worth $759K as of Q1 2026.
  • West Family Investments bought 203 Oracle shares in Q1 2026, an estimated $33K.
  • Oracle made up 0.27% of West Family Investments's portfolio in Q1 2026, its #70 holding.
  • West Family Investments first reported a position in Oracle in Q2 2021 and has held it in 18 quarters since.
  • West Family Investments's Oracle position peaked at $2.07M in Q3 2025.
  • 3,476 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.