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West Michigan Advisors’s Oracle ORCL Stock Holding History

West Michigan 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 		$804K Buy
5,488
+886
+19% +$161K 0.15% 142
2026
Q1 		$677K Buy
4,602
+533
+13% +$86.6K 0.15% 160
2025
Q4 		$793K Buy
4,069
+2,233
+122% +$532K 0.18% 122
2025
Q3 		$516K Sell
1,836
-1,573
-46% -$401K 0.12% 143
2025
Q2 		$745K Sell
3,409
-214
-6% -$34.6K 0.21% 87
2025
Q1 		$507K Sell
3,623
-577
-14% -$93.9K 0.17% 104
2024
Q4 		$700K Sell
4,200
-982
-19% -$174K 0.21% 81
2024
Q3 		$883K Sell
5,182
-1,060
-17% -$154K 0.27% 70
2024
Q2 		$881K Buy
6,242
+948
+18% +$118K 0.28% 64
2024
Q1 		$665K Buy
5,294
+2,101
+66% +$240K 0.22% 74
2023
Q4 		$337K Buy
+3,193
New +$348K 0.13% 104

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 $3.37T AUM 44.26% 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 Michigan Advisors's ORCL Position: Q2 2026 in Review

West Michigan Advisors increased its Oracle (ORCL) stake by 19% in Q2 2026, buying an estimated $161K and bringing the position to 5,488 shares worth $804K. The position accounts for 0.15% of the portfolio, ranked #142.

West Michigan Advisors first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $883K in Q3 2024. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • West Michigan Advisors held 5,488 shares of Oracle worth $804K as of Q2 2026.
  • West Michigan Advisors bought 886 Oracle shares in Q2 2026, an estimated $161K.
  • Oracle made up 0.15% of West Michigan Advisors's portfolio in Q2 2026, its #142 holding.
  • West Michigan Advisors first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • West Michigan Advisors's Oracle position peaked at $883K in Q3 2024.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.