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Westwood Wealth Management’s Oracle ORCL Stock Holding History

Westwood Wealth Management’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 		– Sell
-3,025
Closed -$445K – 45
2026
Q1 		$445K Buy
+3,025
New +$492K 0.17% 30
2025
Q4 		– Sell
-5,825
Closed -$1.64M – 119
2025
Q3 		$1.64M Sell
5,825
-1,250
-18% -$318K 0.6% 20
2025
Q2 		$1.55M Buy
7,075
+100
+1% +$16.1K 0.52% 22
2025
Q1 		$975K Buy
6,975
+1,575
+29% +$256K 0.42% 29
2024
Q4 		$900K Buy
+5,400
New +$959K 0.33% 28

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 $3.38T AUM 44.17% 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

Westwood Wealth Management's ORCL Position: Q2 2026 in Review

Westwood Wealth Management sold out of Oracle (ORCL) in Q2 2026, closing a stake of 3,025 shares — an estimated $445K sold.

Westwood Wealth Management first reported a position in ORCL in Q4 2024 and held it in 5 quarters. The position peaked at $1.64M in Q3 2025. 3,536 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Westwood Wealth Management reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 3,025 Oracle shares in Q2 2026, an estimated $445K.
  • Westwood Wealth Management first reported a position in Oracle in Q4 2024 and held it in 5 quarters.
  • Westwood Wealth Management's Oracle position peaked at $1.64M in Q3 2025.
  • 3,536 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.