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Whipplewood Advisors’s Oracle ORCL Stock Holding History

Whipplewood Advisors’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 		$186K Buy
1,268
+225
+22% +$40.8K 0.13% 99
2026
Q1 		$153K Buy
1,043
+221
+27% +$35.9K 0.08% 150
2025
Q4 		$160K Buy
822
+12
+1% +$2.86K 0.1% 137
2025
Q3 		$228K Sell
810
-339
-30% -$86.3K 0.15% 115
2025
Q2 		$251K Buy
1,149
+27
+2% +$4.36K 0.14% 147
2025
Q1 		$156K Buy
1,122
+8
+0.7% +$1.3K 0.09% 183
2024
Q4 		$186K Buy
+1,114
New +$198K 0.11% 168

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 $3.37T AUM 44.26% 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

Whipplewood Advisors's ORCL Position: Q2 2026 in Review

Whipplewood Advisors increased its Oracle (ORCL) stake by 22% in Q2 2026, buying an estimated $40.8K and bringing the position to 1,268 shares worth $186K. The position accounts for 0.13% of the portfolio, ranked #99.

Whipplewood Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $251K in Q2 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Whipplewood Advisors held 1,268 shares of Oracle worth $186K as of Q2 2026.
  • Whipplewood Advisors bought 225 Oracle shares in Q2 2026, an estimated $40.8K.
  • Oracle made up 0.13% of Whipplewood Advisors's portfolio in Q2 2026, its #99 holding.
  • Whipplewood Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Oracle position peaked at $251K in Q2 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.