Western Pacific Wealth Management’s Oracle ORCL Stock Holding History

Western Pacific Wealth 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	$44.1K	Sell	300 -613	-67%	-$99.6K	0.04%	123
2025 Q4	$178K	Sell	913 -119	-12%	-$28.3K	0.17%	64
2025 Q3	$290K	Buy	1,032 +180	+21%	+$45.8K	0.28%	45
2025 Q2	$186K	Buy	852 +352	+70%	+$56.8K	0.18%	68
2025 Q1	$69.9K	Sell	500 -1,031	-67%	-$168K	0.06%	118
2024 Q4	$255K	Hold	1,531	–	–	0.21%	53
2024 Q3	$261K	Sell	1,531 -810	-35%	-$117K	0.17%	46
2024 Q2	$331K	Hold	2,341	–	–	0.25%	29
2024 Q1	$294K	Sell	2,341 -400	-15%	-$45.8K	0.21%	31
2023 Q4	$289K	Sell	2,741 -42	-2%	-$4.58K	0.21%	32
2023 Q3	$295K	Buy	2,783 +79	+3%	+$9.14K	0.24%	26
2023 Q2	$322K	Sell	2,704 -158	-6%	-$16.3K	0.24%	24
2023 Q1	$266K	Hold	2,862	–	–	0.2%	26
2022 Q4	$234K	Buy	2,862 +1,041	+57%	+$79.1K	0.19%	29
2022 Q3	$111K	Buy	1,821 +1,321	+264%	+$96.7K	0.11%	47
2022 Q2	$34K	Hold	500	–	–	0.03%	96
2022 Q1	$41K	Hold	500	–	–	0.03%	106
2021 Q4	$43K	Buy	+500	New	+$46.9K	0.03%	120

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

Western Pacific Wealth Management's ORCL Position: Q1 2026 in Review

Western Pacific Wealth Management reduced its Oracle (ORCL) stake by 67% in Q1 2026, selling an estimated $99.6K and leaving 300 shares worth $44.1K. The position accounts for 0.04% of the portfolio, ranked #123.

Western Pacific Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $331K in Q2 2024. 3,476 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Western Pacific Wealth Management held 300 shares of Oracle worth $44.1K as of Q1 2026.
Western Pacific Wealth Management sold 613 Oracle shares in Q1 2026, an estimated $99.6K.
Oracle made up 0.04% of Western Pacific Wealth Management's portfolio in Q1 2026, its #123 holding.
Western Pacific Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Oracle position peaked at $331K in Q2 2024.
3,476 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.