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Westend Capital Management’s Oracle ORCL Stock Holding History

Westend Capital Management’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 		$1.14M Buy
7,776
+7,461
+2,369% +$1.35M 0.26% 32
2026
Q1 		$46.3K Sell
315
-41
-12% -$6.67K 0.01% 96
2025
Q4 		$69.4K Sell
356
-151
-30% -$36K 0.02% 83
2025
Q3 		$143K Buy
507
+13
+3% +$3.31K 0.04% 44
2025
Q2 		$108K Hold
494
– – 0.03% 56
2025
Q1 		$69.1K Hold
494
– – 0.03% 70
2024
Q4 		$82.3K Buy
494
+292
+145% +$51.9K 0.02% 64
2024
Q3 		$34.4K Hold
202
– – 0.01% 84
2024
Q2 		$28.9K Hold
202
– – 0.01% 80
2024
Q1 		$25.4K Buy
+202
New +$23.1K 0.01% 86
2013
Q2 		$1.44M Buy
+46,751
New +$1.55M 1.49% 32

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 $3.38T AUM 44.17% 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

Westend Capital Management's ORCL Position: Q2 2026 in Review

Westend Capital Management increased its Oracle (ORCL) stake by 2,369% in Q2 2026, buying an estimated $1.35M and bringing the position to 7,776 shares worth $1.14M. The position accounts for 0.26% of the portfolio, ranked #32.

Westend Capital Management first reported a position in ORCL in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.44M in Q2 2013. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Westend Capital Management held 7,776 shares of Oracle worth $1.14M as of Q2 2026.
  • Westend Capital Management bought 7,461 Oracle shares in Q2 2026, an estimated $1.35M.
  • Oracle made up 0.26% of Westend Capital Management's portfolio in Q2 2026, its #32 holding.
  • Westend Capital Management first reported a position in Oracle in Q2 2013 and has held it in 11 quarters since.
  • Westend Capital Management's Oracle position peaked at $1.44M in Q2 2013.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.