Western Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.81M | Buy |
19,141
+4,190
| +28% | +$759K | 0.09% | 232 |
|
|
2026
Q1 | $2.2M | Buy |
14,951
+5,444
| +57% | +$885K | 0.08% | 260 |
|
|
2025
Q4 | $1.85M | Sell |
9,507
-4,296
| -31% | -$1.02M | 0.09% | 226 |
|
|
2025
Q3 | $3.88M | Buy |
13,803
+818
| +6% | +$208K | 0.2% | 101 |
|
|
2025
Q2 | $2.84M | Buy |
12,985
+521
| +4% | +$84.1K | 0.17% | 118 |
|
|
2025
Q1 | $1.74M | Sell |
12,464
-3,529
| -22% | -$575K | 0.12% | 177 |
|
|
2024
Q4 | $2.67M | Buy |
15,993
+3,909
| +32% | +$694K | 0.14% | 149 |
|
|
2024
Q3 | $2.06M | Buy |
12,084
+5,092
| +73% | +$738K | 0.12% | 184 |
|
|
2024
Q2 | $987K | Buy |
6,992
+813
| +13% | +$101K | 0.07% | 234 |
|
|
2024
Q1 | $776K | Sell |
6,179
-88
| -1% | -$10.1K | 0.06% | 268 |
|
|
2023
Q4 | $661K | Buy |
6,267
+104
| +2% | +$11.3K | 0.05% | 351 |
|
|
2023
Q3 | $653K | Buy |
6,163
+2,745
| +80% | +$318K | 0.06% | 328 |
|
|
2023
Q2 | $407K | Buy |
3,418
+597
| +21% | +$61.7K | 0.03% | 429 |
|
|
2023
Q1 | $262K | Sell |
2,821
-133
| -5% | -$11.7K | 0.02% | 531 |
|
|
2022
Q4 | $242K | Sell |
2,954
-3,933
| -57% | -$299K | 0.02% | 522 |
|
|
2022
Q3 | $420K | Sell |
6,887
-471
| -6% | -$34.5K | 0.02% | 544 |
|
|
2022
Q2 | $514K | Sell |
7,358
-1,642
| -18% | -$120K | 0.03% | 467 |
|
|
2022
Q1 | $745K | Sell |
9,000
-567
| -6% | -$45.9K | 0.04% | 409 |
|
|
2021
Q4 | $830K | Buy |
+9,567
| New | +$898K | 0.08% | 228 |
|
|
2021
Q2 | $387K | Buy |
4,953
+1,471
| +42% | +$115K | 0.04% | 424 |
|
|
2021
Q1 | $244K | Buy |
+3,482
| New | +$225K | 0.03% | 461 |
|
|
2020
Q4 | – | Sell |
-4,785
| Closed | -$286K | – | 488 |
|
|
2020
Q3 | $286K | Buy |
4,785
+109
| +2% | +$6.19K | 0.05% | 345 |
|
|
2020
Q2 | $259K | Sell |
4,676
-72
| -2% | -$3.81K | 0.05% | 339 |
|
|
2020
Q1 | $231K | Buy |
4,748
+53
| +1% | +$2.73K | 0.05% | 316 |
|
|
2019
Q4 | $249K | Sell |
4,695
-1,152
| -20% | -$63.4K | 0.04% | 347 |
|
|
2019
Q3 | $323K | Buy |
5,847
+294
| +5% | +$16.2K | 0.07% | 275 |
|
|
2019
Q2 | $313K | Sell |
5,553
-212
| -4% | -$11.5K | 0.04% | 299 |
|
|
2019
Q1 | $309K | Sell |
5,765
-2,024
| -26% | -$103K | 0.07% | 280 |
|
|
2018
Q4 | $351K | Buy |
+7,789
| New | +$373K | 0.09% | 224 |
|
Other funds holding ORCL
Western Wealth Management's ORCL Position: Q2 2026 in Review
Western Wealth Management increased its Oracle (ORCL) stake by 28% in Q2 2026, buying an estimated $759K and bringing the position to 19,141 shares worth $2.81M. The position accounts for 0.09% of the portfolio, ranked #232.
Western Wealth Management first reported a position in ORCL in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.88M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Western Wealth Management held 19,141 shares of Oracle worth $2.81M as of Q2 2026.
- Western Wealth Management bought 4,190 Oracle shares in Q2 2026, an estimated $759K.
- Oracle made up 0.09% of Western Wealth Management's portfolio in Q2 2026, its #232 holding.
- Western Wealth Management first reported a position in Oracle in Q4 2018 and has held it in 29 quarters since.
- Western Wealth Management's Oracle position peaked at $3.88M in Q3 2025.
- 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.