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 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

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return