WWM
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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
Q3 		$894K Sell
6,510
-2,432
-27% -$343K 0.38% 77
2026
Q2 		$1.31M Buy
8,942
+900
+11% +$163K 0.59% 51
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Whalen Wealth Management's ORCL Position: Q3 2026 in Review

Whalen Wealth Management reduced its Oracle (ORCL) stake by 27% in Q3 2026, selling an estimated $343K and leaving 6,510 shares worth $894K. The position accounts for 0.38% of the portfolio, ranked #77.

Whalen Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q2 2026. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Whalen Wealth Management held 6,510 shares of Oracle worth $894K as of Q3 2026.
  • Whalen Wealth Management sold 2,432 Oracle shares in Q3 2026, an estimated $343K.
  • Oracle made up 0.38% of Whalen Wealth Management's portfolio in Q3 2026, its #77 holding.
  • Whalen Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • Whalen Wealth Management's Oracle position peaked at $1.31M in Q2 2026.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.