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ORCL icon

Westmount Partners’s Oracle ORCL Stock Holding History

Westmount Partners’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
Q2 		$2.89M Buy
19,689
+324
+2% +$58.7K 0.63% 32
2026
Q1 		$2.85M Buy
19,365
+456
+2% +$74.1K 0.7% 29
2025
Q4 		$3.69M Sell
18,909
-136
-0.7% -$32.4K 0.92% 19
2025
Q3 		$5.5M Buy
19,045
+334
+2% +$85.1K 1.42% 16
2025
Q2 		$4.09M Sell
18,711
-147
-0.8% -$23.7K 1.12% 20
2025
Q1 		$2.64M Sell
18,858
-122
-0.6% -$19.9K 0.8% 26
2024
Q4 		$3.16M Sell
18,980
-1,388
-7% -$247K 0.96% 21
2024
Q3 		$3.47M Buy
20,368
+546
+3% +$79.1K 1.04% 19
2024
Q2 		$2.84M Buy
19,822
+91
+0.5% +$11.3K 0.94% 23
2024
Q1 		$2.48M Buy
19,731
+352
+2% +$40.3K 0.89% 23
2023
Q4 		$2.04M Buy
19,379
+207
+1% +$22.6K 0.83% 24
2023
Q3 		$2.03M Buy
19,172
+54
+0.3% +$6.25K 0.89% 26
2023
Q2 		$2.28M Buy
19,118
+114
+0.6% +$11.8K 0.99% 21
2023
Q1 		$1.77M Buy
19,004
+390
+2% +$34.2K 0.82% 25
2022
Q4 		$1.52M Buy
+18,614
New +$1.41M 0.79% 27

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM