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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westwood Wealth Management's ORCL Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in Oracle (ORCL) in Q1 2026: 3,025 shares worth $445K. The stake represents 0.17% of the portfolio and ranks #30 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in ORCL as recently as Q3 2025.

Westwood Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.64M in Q3 2025. 3,479 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Westwood Wealth Management held 3,025 shares of Oracle worth $445K as of Q1 2026.
  • Oracle was a new Westwood Wealth Management position in Q1 2026.
  • Oracle made up 0.17% of Westwood Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Westwood Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 5 quarters since.
  • Westwood Wealth Management's Oracle position peaked at $1.64M in Q3 2025.
  • 3,479 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.