WWM
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Western Wealth Management’s Oracle ORCL Stock Holding History

Western 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 		$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 Buy
12,464
+2,044
+20% +$333K 0.12% 177
2024
Q4 		$1.74M Sell
10,420
-1,664
-14% -$296K 0.11% 170
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

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

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

Western Wealth Management increased its Oracle (ORCL) stake by 57% in Q1 2026, buying an estimated $885K and bringing the position to 14,951 shares worth $2.2M. The position accounts for 0.08% of the portfolio, ranked #260.

Western Wealth Management first reported a position in ORCL in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.88M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Western Wealth Management held 14,951 shares of Oracle worth $2.2M as of Q1 2026.
  • Western Wealth Management bought 5,444 Oracle shares in Q1 2026, an estimated $885K.
  • Oracle made up 0.08% of Western Wealth Management's portfolio in Q1 2026, its #260 holding.
  • Western Wealth Management first reported a position in Oracle in Q4 2018 and has held it in 28 quarters since.
  • Western Wealth Management's Oracle position peaked at $3.88M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.