WFA
ORCL icon

West Financial Advisors’s Oracle ORCL Stock Holding History

West Financial 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
Q2 		$335K Hold
2,289
– – 0.05% 52
2026
Q1 		$337K Hold
2,289
– – 0.06% 49
2025
Q4 		$446K Hold
2,289
– – 0.08% 46
2025
Q3 		$644K Hold
2,289
– – 0.11% 39
2025
Q2 		$500K Hold
2,289
– – 0.09% 43
2025
Q1 		$320K Hold
2,289
– – 0.06% 48
2024
Q4 		$381K Buy
2,289
+912
+66% +$162K 0.07% 48
2024
Q3 		$235K Sell
1,377
-68
-5% -$9.85K 0.05% 51
2024
Q2 		$204K Sell
1,445
-56
-4% -$6.95K 0.04% 54
2024
Q1 		$189K Sell
1,501
-100
-6% -$11.4K 0.04% 58
2023
Q4 		$169K Hold
1,601
– – 0.04% 58
2023
Q3 		$170K Hold
1,601
– – 0.04% 56
2023
Q2 		$191K Sell
1,601
-200
-11% -$20.7K 0.05% 55
2023
Q1 		$167K Hold
1,801
– – 0.04% 58
2022
Q4 		$147K Sell
1,801
-500
-22% -$38K 0.04% 57
2022
Q3 		$141K Buy
2,301
+141
+7% +$10.3K 0.04% 65
2022
Q2 		$151K Sell
2,160
-200
-8% -$14.6K 0.04% 61
2022
Q1 		$195K Sell
2,360
-75
-3% -$6.07K 0.05% 60
2021
Q4 		$212K Hold
2,435
– – 0.06% 58
2021
Q3 		$212K Hold
2,435
– – 0.06% 51
2021
Q2 		$190K Sell
2,435
-3,900
-62% -$305K 0.06% 48
2021
Q1 		$445K Sell
6,335
-19
-0.3% -$1.23K 0.15% 33
2020
Q4 		$411K Buy
+6,354
New +$378K 0.15% 34

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

West Financial Advisors's ORCL Position: Q2 2026 in Review

West Financial Advisors held its Oracle (ORCL) position steady in Q2 2026 at 2,289 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #52.

West Financial Advisors first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $644K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • West Financial Advisors held 2,289 shares of Oracle worth $335K as of Q2 2026.
  • West Financial Advisors left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.05% of West Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • West Financial Advisors first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Oracle position peaked at $644K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.