Westfield Capital Management
ORCL icon

Westfield Capital Management’s Oracle ORCL Stock Holding History

Westfield 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 		– Sell
-474,397
Closed -$92.5M – 275
2025
Q4 		$92.5M Sell
474,397
-125,800
-21% -$30M 0.39% 80
2025
Q3 		$169M Sell
600,197
-78,743
-12% -$20.1M 0.71% 30
2025
Q2 		$148M Sell
678,940
-19,786
-3% -$3.2M 0.62% 35
2025
Q1 		$97.7M Sell
698,726
-132,819
-16% -$21.6M 0.48% 60
2024
Q4 		$139M Buy
831,545
+242,703
+41% +$43.1M 0.6% 45
2024
Q3 		$100M Buy
+588,842
New +$85.3M 0.45% 68
2023
Q2 		– Sell
-215,781
Closed -$20.1M – 242
2023
Q1 		$20.1M Sell
215,781
-4,384
-2% -$384K 0.14% 165
2022
Q4 		$18M Buy
+220,165
New +$16.7M 0.14% 162
2017
Q4 		– Sell
-102,645
Closed -$4.96M – 264
2017
Q3 		$4.96M Buy
+102,645
New +$5.11M 0.04% 219
2014
Q3 		– Sell
-4,129,526
Closed -$167M – 318
2014
Q2 		$167M Buy
4,129,526
+1,641,283
+66% +$67.5M 1% 22
2014
Q1 		$102M Buy
+2,488,243
New +$94.7M 0.61% 54
2013
Q3 		– Sell
-27,798
Closed -$854K – 368
2013
Q2 		$854K Buy
+27,798
New +$922K 0.01% 299

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

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

Westfield Capital Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 474,397 shares — an estimated $92.5M sold.

Westfield Capital Management first reported a position in ORCL in Q2 2013 and held it in 12 quarters. The position peaked at $169M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Westfield Capital Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Westfield Capital Management sold 474,397 Oracle shares in Q1 2026, an estimated $92.5M.
  • Westfield Capital Management first reported a position in Oracle in Q2 2013 and held it in 12 quarters.
  • Westfield Capital Management's Oracle position peaked at $169M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.