WCM
ORCL icon

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
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 $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

Westend Capital Management's ORCL Position: Q1 2026 in Review

Westend Capital Management reduced its Oracle (ORCL) stake by 12% in Q1 2026, selling an estimated $6.67K and leaving 315 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #96.

Westend Capital Management first reported a position in ORCL in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.44M in Q2 2013. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Westend Capital Management held 315 shares of Oracle worth $46.3K as of Q1 2026.
  • Westend Capital Management sold 41 Oracle shares in Q1 2026, an estimated $6.67K.
  • Oracle made up 0.01% of Westend Capital Management's portfolio in Q1 2026, its #96 holding.
  • Westend Capital Management first reported a position in Oracle in Q2 2013 and has held it in 10 quarters since.
  • Westend Capital Management's Oracle position peaked at $1.44M in Q2 2013.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.