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WestHill Financial Advisors’s Oracle ORCL Stock Holding History

WestHill Financial Advisors’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
-1,189
Closed -$232K – 81
2025
Q4 		$232K Buy
1,189
+47
+4% +$11.2K 0.04% 71
2025
Q3 		$321K Sell
1,142
-55
-5% -$14K 0.06% 55
2025
Q2 		$262K Buy
+1,197
New +$193K 0.06% 62
2025
Q1 		– Sell
-1,239
Closed -$206K – 79
2024
Q4 		$206K Hold
1,239
– – 0.05% 73
2024
Q3 		$211K Buy
+1,239
New +$179K 0.05% 71

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WestHill Financial Advisors's ORCL Position: Q1 2026 in Review

WestHill Financial Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,189 shares — an estimated $232K sold.

WestHill Financial Advisors first reported a position in ORCL in Q3 2024 and held it in 5 quarters. The position peaked at $321K in Q3 2025. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • WestHill Financial Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • WestHill Financial Advisors sold 1,189 Oracle shares in Q1 2026, an estimated $232K.
  • WestHill Financial Advisors first reported a position in Oracle in Q3 2024 and held it in 5 quarters.
  • WestHill Financial Advisors's Oracle position peaked at $321K in Q3 2025.
  • 3,499 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on WestHill Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.