West Wealth Group’s Oracle ORCL Stock Holding History

West Wealth Group’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	–	Sell	-1,165	Closed	-$227K	–	138
2025 Q4	$227K	Buy	1,165 +171	+17%	+$40.7K	0.05%	119
2025 Q3	$302K	Buy	994 +111	+13%	+$28.3K	0.07%	90
2025 Q2	$227K	Buy	+883	New	+$143K	0.06%	105

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Wealth Group's ORCL Position: Q1 2026 in Review

West Wealth Group sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,165 shares — an estimated $227K sold.

West Wealth Group first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $302K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

West Wealth Group reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
West Wealth Group sold 1,165 Oracle shares in Q1 2026, an estimated $227K.
West Wealth Group first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
West Wealth Group's Oracle position peaked at $302K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.