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Whalen Wealth Management’s Oracle ORCL Stock Holding History

Whalen 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 		$1.18M Buy
8,042
+2,270
+39% +$369K 0.63% 37
2025
Q4 		$1.13M Buy
+5,772
New +$1.37M 0.6% 47
2025
Q3 		– Sell
-2,509
Closed -$549K – 248
2025
Q2 		$549K Sell
2,509
-850
-25% -$137K 0.34% 88
2025
Q1 		$470K Sell
3,359
-2,535
-43% -$413K 0.31% 63
2024
Q4 		$982K Sell
5,894
-185
-3% -$32.9K 0.68% 28
2024
Q3 		$1.04M Buy
6,079
+259
+4% +$37.5K 0.73% 30
2024
Q2 		$822K Sell
5,820
-17
-0.3% -$2.11K 0.65% 29
2024
Q1 		$733K Buy
+5,837
New +$668K 0.54% 32

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

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

Whalen Wealth Management increased its Oracle (ORCL) stake by 39% in Q1 2026, buying an estimated $369K and bringing the position to 8,042 shares worth $1.18M. The position accounts for 0.63% of the portfolio, ranked #37.

Whalen Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 8 quarters since. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Whalen Wealth Management held 8,042 shares of Oracle worth $1.18M as of Q1 2026.
  • Whalen Wealth Management bought 2,270 Oracle shares in Q1 2026, an estimated $369K.
  • Oracle made up 0.63% of Whalen Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Whalen Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 8 quarters since.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.