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Westbourne Investment Advisors’s Oracle ORCL Stock Holding History

Westbourne Investment 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
Q1 		– Sell
-1,170
Closed -$228K – 117
2025
Q4 		$228K Hold
1,170
– – 0.06% 106
2025
Q3 		$329K Buy
+1,170
New +$298K 0.09% 92
2022
Q1 		– Sell
-10,220
Closed -$891K – 100
2021
Q4 		$891K Sell
10,220
-180
-2% -$16.9K 0.35% 52
2021
Q3 		$906K Sell
10,400
-875
-8% -$77.3K 0.41% 46
2021
Q2 		$878K Sell
11,275
-590
-5% -$46.2K 0.4% 48
2021
Q1 		$833K Buy
11,865
+1,165
+11% +$75.4K 0.41% 47
2020
Q4 		$692K Buy
+10,700
New +$637K 0.4% 46
2020
Q2 		– Sell
-10,950
Closed -$529K – 72
2020
Q1 		$529K Hold
10,950
– – 0.49% 51
2019
Q4 		$580K Sell
10,950
-150
-1% -$8.26K 0.4% 59
2019
Q3 		$611K Sell
11,100
-100
-0.9% -$5.52K 0.46% 54
2019
Q2 		$638K Hold
11,200
– – 0.52% 51
2019
Q1 		$602K Sell
11,200
-300
-3% -$15.3K 0.46% 55
2018
Q4 		$519K Hold
11,500
– – 0.45% 56
2018
Q3 		$593K Hold
11,500
– – 0.43% 57
2018
Q2 		$507K Hold
11,500
– – 0.44% 62
2018
Q1 		$526K Sell
11,500
-300
-3% -$14.9K 0.42% 65
2017
Q4 		$558K Hold
11,800
– – 0.42% 63
2017
Q3 		$571K Hold
11,800
– – 0.45% 59
2017
Q2 		$592K Hold
11,800
– – 0.48% 57
2017
Q1 		$526K Sell
11,800
-300
-2% -$12.5K 0.43% 60
2016
Q4 		$465K Sell
12,100
-500
-4% -$19.6K 0.41% 65
2016
Q3 		$495K Hold
12,600
– – 0.44% 62
2016
Q2 		$516K Hold
12,600
– – 0.47% 60
2016
Q1 		$515K Sell
12,600
-500
-4% -$18.5K 0.49% 59
2015
Q4 		$479K Hold
13,100
– – 0.46% 63
2015
Q3 		$473K Buy
13,100
+500
+4% +$19.2K 0.47% 65
2015
Q2 		$508K Buy
+12,600
New +$547K 0.46% 67

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

Westbourne Investment Advisors's ORCL Position: Q1 2026 in Review

Westbourne Investment Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,170 shares — an estimated $228K sold.

Westbourne Investment Advisors first reported a position in ORCL in Q2 2015 and held it in 27 quarters. The position peaked at $906K in Q3 2021. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Westbourne Investment Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,170 Oracle shares in Q1 2026, an estimated $228K.
  • Westbourne Investment Advisors first reported a position in Oracle in Q2 2015 and held it in 27 quarters.
  • Westbourne Investment Advisors's Oracle position peaked at $906K in Q3 2021.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.