Westwood Holdings Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.16M | Buy |
14,714
+373
| +3% | +$60.6K | 0.02% | 318 |
|
|
2025
Q4 | $2.8M | Buy |
14,341
+3,709
| +35% | +$883K | 0.02% | 309 |
|
|
2025
Q3 | $2.99M | Sell |
10,632
-5,038
| -32% | -$1.28M | 0.02% | 310 |
|
|
2025
Q2 | $3.43M | Sell |
15,670
-2,145
| -12% | -$346K | 0.02% | 294 |
|
|
2025
Q1 | $2.49M | Buy |
17,815
+13,751
| +338% | +$2.24M | 0.02% | 300 |
|
|
2024
Q4 | $677K | Sell |
4,064
-36
| -0.9% | -$6.39K | 0.01% | 395 |
|
|
2024
Q3 | $699K | Buy |
4,100
+205
| +5% | +$29.7K | ﹤0.01% | 381 |
|
|
2024
Q2 | $550K | Hold |
3,895
| – | – | ﹤0.01% | 380 |
|
|
2024
Q1 | $489K | Hold |
3,895
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $411K | Sell |
3,895
-76
| -2% | -$8.29K | ﹤0.01% | 405 |
|
|
2023
Q3 | $421K | Buy |
3,971
+384
| +11% | +$44.4K | ﹤0.01% | 390 |
|
|
2023
Q2 | $427K | Sell |
3,587
-101
| -3% | -$10.4K | ﹤0.01% | 414 |
|
|
2023
Q1 | $343K | Sell |
3,688
-26,474
| -88% | -$2.32M | ﹤0.01% | 438 |
|
|
2022
Q4 | $2.46M | Sell |
30,162
-1,002
| -3% | -$76.1K | 0.02% | 290 |
|
|
2022
Q3 | $1.9M | Sell |
31,164
-21,955
| -41% | -$1.61M | 0.02% | 271 |
|
|
2022
Q2 | $3.71M | Sell |
53,119
-7,690
| -13% | -$563K | 0.04% | 243 |
|
|
2022
Q1 | $5.03M | Sell |
60,809
-8,598
| -12% | -$696K | 0.05% | 240 |
|
|
2021
Q4 | $6.05M | Buy |
69,407
+26,918
| +63% | +$2.53M | 0.05% | 227 |
|
|
2021
Q3 | $3.7M | Sell |
42,489
-3,045
| -7% | -$269K | 0.04% | 253 |
|
|
2021
Q2 | $3.54M | Sell |
45,534
-17,877
| -28% | -$1.4M | 0.04% | 254 |
|
|
2021
Q1 | $4.45M | Sell |
63,411
-25,001
| -28% | -$1.62M | 0.04% | 259 |
|
|
2020
Q4 | $5.72M | Sell |
88,412
-664
| -0.7% | -$39.5K | 0.07% | 231 |
|
|
2020
Q3 | $5.32M | Buy |
89,076
+7,075
| +9% | +$402K | 0.07% | 233 |
|
|
2020
Q2 | $4.53M | Buy |
82,001
+11,827
| +17% | +$627K | 0.06% | 244 |
|
|
2020
Q1 | $3.39M | Sell |
70,174
-9,798
| -12% | -$506K | 0.05% | 247 |
|
|
2019
Q4 | $4.24M | Sell |
79,972
-1,090
| -1% | -$60K | 0.05% | 259 |
|
|
2019
Q3 | $4.46M | Sell |
81,062
-3,694
| -4% | -$204K | 0.05% | 245 |
|
|
2019
Q2 | $4.83M | Sell |
84,756
-10,759
| -11% | -$582K | 0.05% | 241 |
|
|
2019
Q1 | $5.13M | Sell |
95,515
-1,348,259
| -93% | -$68.7M | 0.05% | 208 |
|
|
2018
Q4 | $65.2M | Sell |
1,443,774
-286,512
| -17% | -$13.7M | 0.74% | 40 |
|
|
2018
Q3 | $89.2M | Sell |
1,730,286
-106,805
| -6% | -$5.19M | 0.78% | 37 |
|
|
2018
Q2 | $80.9M | Sell |
1,837,091
-1,281,620
| -41% | -$59M | 0.68% | 44 |
|
|
2018
Q1 | $143M | Sell |
3,118,711
-396,845
| -11% | -$19.7M | 1.16% | 20 |
|
|
2017
Q4 | $166M | Sell |
3,515,556
-522,362
| -13% | -$25.6M | 1.25% | 19 |
|
|
2017
Q3 | $195M | Sell |
4,037,918
-213,941
| -5% | -$10.6M | 1.55% | 9 |
|
|
2017
Q2 | $213M | Sell |
4,251,859
-80,719
| -2% | -$3.68M | 1.74% | 3 |
|
|
2017
Q1 | $193M | Sell |
4,332,578
-122,798
| -3% | -$5.11M | 1.57% | 9 |
|
|
2016
Q4 | $171M | Buy |
4,455,376
+973,440
| +28% | +$38.1M | 1.4% | 9 |
|
|
2016
Q3 | $137M | Buy |
3,481,936
+3,474,502
| +46,738% | +$142M | 1.16% | 17 |
|
|
2016
Q2 | $304K | Buy |
7,434
+2,354
| +46% | +$94K | ﹤0.01% | 360 |
|
|
2016
Q1 | $208K | Buy |
+5,080
| New | +$188K | ﹤0.01% | 359 |
|
|
2015
Q4 | – | Sell |
-5,910
| Closed | -$213K | – | 398 |
|
|
2015
Q3 | $213K | Sell |
5,910
-1,010
| -15% | -$38.8K | ﹤0.01% | 374 |
|
|
2015
Q2 | $280K | Buy |
+6,920
| New | +$300K | ﹤0.01% | 353 |
|
|
2013
Q4 | – | Sell |
-1,910,315
| Closed | -$63.4M | – | 322 |
|
|
2013
Q3 | $63.4M | Sell |
1,910,315
-1,406,109
| -42% | -$45.6M | 0.54% | 73 |
|
|
2013
Q2 | $102M | Buy |
+3,316,424
| New | +$110M | 0.89% | 39 |
|
Other funds holding ORCL
VCM
VPM
Westwood Holdings Group's ORCL Position: Q1 2026 in Review
Westwood Holdings Group increased its Oracle (ORCL) stake by 2.6% in Q1 2026, buying an estimated $60.6K and bringing the position to 14,714 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #318.
Westwood Holdings Group first reported a position in ORCL in Q2 2013 and has held it in 45 quarters since. The position peaked at $213M in Q2 2017. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Westwood Holdings Group held 14,714 shares of Oracle worth $2.16M as of Q1 2026.
- Westwood Holdings Group bought 373 Oracle shares in Q1 2026, an estimated $60.6K.
- Oracle made up 0.02% of Westwood Holdings Group's portfolio in Q1 2026, its #318 holding.
- Westwood Holdings Group first reported a position in Oracle in Q2 2013 and has held it in 45 quarters since.
- Westwood Holdings Group's Oracle position peaked at $213M in Q2 2017.
- 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.