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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

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Westmount Partners's ORCL Position: Q2 2026 in Review

Westmount Partners increased its Oracle (ORCL) stake by 1.7% in Q2 2026, buying an estimated $58.7K and bringing the position to 19,689 shares worth $2.89M. The position accounts for 0.63% of the portfolio, ranked #32.

Westmount Partners first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.5M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Westmount Partners held 19,689 shares of Oracle worth $2.89M as of Q2 2026.
  • Westmount Partners bought 324 Oracle shares in Q2 2026, an estimated $58.7K.
  • Oracle made up 0.63% of Westmount Partners's portfolio in Q2 2026, its #32 holding.
  • Westmount Partners first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Oracle position peaked at $5.5M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.