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	$677K	Hold	4,602	–	–	0.15%	160
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

West Michigan Advisors held its Oracle (ORCL) position steady in Q2 2026 at 4,602 shares worth $677K. The position accounts for 0.15% of the portfolio, ranked #160.

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. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

West Michigan Advisors held 4,602 shares of Oracle worth $677K as of Q2 2026.
West Michigan Advisors left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.15% of West Michigan Advisors's portfolio in Q2 2026, its #160 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.
1,681 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.