Whittier Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15M | Buy |
104,028
+1,283
| +1% | +$233K | 0.15% | 117 |
|
|
2026
Q1 | $15M | Sell |
102,745
-12,606
| -11% | -$2.05M | 0.17% | 102 |
|
|
2025
Q4 | $22.3M | Sell |
115,351
-3,019
| -3% | -$719K | 0.24% | 78 |
|
|
2025
Q3 | $33.9M | Sell |
118,370
-8,775
| -7% | -$2.23M | 0.39% | 58 |
|
|
2025
Q2 | $27.8M | Buy |
127,145
+107
| +0.1% | +$17.3K | 0.34% | 64 |
|
|
2025
Q1 | $17.8M | Sell |
127,038
-3,323
| -3% | -$541K | 0.25% | 84 |
|
|
2024
Q4 | $21.7M | Sell |
130,361
-13,328
| -9% | -$2.37M | 0.29% | 74 |
|
|
2024
Q3 | $24.5M | Sell |
143,689
-358
| -0.2% | -$51.9K | 0.33% | 71 |
|
|
2024
Q2 | $20.3M | Sell |
144,047
-418
| -0.3% | -$51.9K | 0.29% | 73 |
|
|
2024
Q1 | $18.1M | Sell |
144,465
-591
| -0.4% | -$67.6K | 0.26% | 83 |
|
|
2023
Q4 | $15.3M | Sell |
145,056
-2,025
| -1% | -$221K | 0.25% | 90 |
|
|
2023
Q3 | $15.6M | Buy |
147,081
+513
| +0.4% | +$59.4K | 0.28% | 85 |
|
|
2023
Q2 | $17.5M | Sell |
146,568
-2,700
| -2% | -$279K | 0.3% | 78 |
|
|
2023
Q1 | $13.9M | Sell |
149,268
-4,214
| -3% | -$370K | 0.25% | 92 |
|
|
2022
Q4 | $12.5M | Sell |
153,482
-2,188
| -1% | -$166K | 0.24% | 98 |
|
|
2022
Q3 | $9.51M | Sell |
155,670
-11,681
| -7% | -$855K | 0.2% | 116 |
|
|
2022
Q2 | $11.7M | Sell |
167,351
-4,904
| -3% | -$359K | 0.24% | 104 |
|
|
2022
Q1 | $14.2M | Sell |
172,255
-2,325
| -1% | -$188K | 0.24% | 101 |
|
|
2021
Q4 | $15.2M | Buy |
174,580
+6,862
| +4% | +$644K | 0.25% | 95 |
|
|
2021
Q3 | $14.6M | Sell |
167,718
-5,385
| -3% | -$476K | 0.27% | 97 |
|
|
2021
Q2 | $13.5M | Sell |
173,103
-8,491
| -5% | -$665K | 0.24% | 99 |
|
|
2021
Q1 | $12.7M | Buy |
181,594
+1,704
| +0.9% | +$110K | 0.25% | 97 |
|
|
2020
Q4 | $11.6M | Sell |
179,890
-745
| -0.4% | -$44.3K | 0.25% | 101 |
|
|
2020
Q3 | $10.8M | Buy |
180,635
+895
| +0.5% | +$50.8K | 0.26% | 94 |
|
|
2020
Q2 | $9.93M | Buy |
179,740
+25,189
| +16% | +$1.33M | 0.28% | 91 |
|
|
2020
Q1 | $7.47M | Sell |
154,551
-4,005
| -3% | -$207K | 0.24% | 100 |
|
|
2019
Q4 | $8.4M | Sell |
158,556
-4,590
| -3% | -$253K | 0.22% | 114 |
|
|
2019
Q3 | $8.98M | Buy |
163,146
+7,663
| +5% | +$423K | 0.26% | 98 |
|
|
2019
Q2 | $8.86M | Sell |
155,483
-10,933
| -7% | -$592K | 0.26% | 100 |
|
|
2019
Q1 | $8.94M | Sell |
166,416
-8,458
| -5% | -$431K | 0.27% | 95 |
|
|
2018
Q4 | $7.9M | Sell |
174,874
-5,513
| -3% | -$264K | 0.27% | 97 |
|
|
2018
Q3 | $9.3M | Sell |
180,387
-16,359
| -8% | -$795K | 0.29% | 101 |
|
|
2018
Q2 | $8.67M | Sell |
196,746
-181,479
| -48% | -$8.36M | 0.29% | 103 |
|
|
2018
Q1 | $17.3M | Sell |
378,225
-82,841
| -18% | -$4.12M | 0.58% | 40 |
|
|
2017
Q4 | $21.8M | Buy |
461,066
+11,782
| +3% | +$578K | 0.76% | 27 |
|
|
2017
Q3 | $21.7M | Buy |
449,284
+6,516
| +1% | +$324K | 0.79% | 29 |
|
|
2017
Q2 | $22.2M | Buy |
442,768
+4,562
| +1% | +$208K | 0.86% | 26 |
|
|
2017
Q1 | $19.5M | Buy |
438,206
+5,711
| +1% | +$238K | 0.79% | 26 |
|
|
2016
Q4 | $16.6M | Buy |
432,495
+555
| +0.1% | +$21.7K | 0.71% | 29 |
|
|
2016
Q3 | $17M | Sell |
431,940
-1,290
| -0.3% | -$52.6K | 0.74% | 27 |
|
|
2016
Q2 | $17.7M | Buy |
433,230
+2,614
| +0.6% | +$104K | 0.78% | 25 |
|
|
2016
Q1 | $17.6M | Buy |
430,616
+22,871
| +6% | +$847K | 0.78% | 28 |
|
|
2015
Q4 | $14.9M | Sell |
407,745
-7,442
| -2% | -$284K | 0.68% | 34 |
|
|
2015
Q3 | $15M | Sell |
415,187
-13,191
| -3% | -$507K | 0.73% | 30 |
|
|
2015
Q2 | $17.3M | Buy |
428,378
+41,986
| +11% | +$1.82M | 0.77% | 27 |
|
|
2015
Q1 | $16.7M | Buy |
386,392
+888
| +0.2% | +$38.5K | 0.76% | 28 |
|
|
2014
Q4 | $17.3M | Buy |
385,504
+2,372
| +0.6% | +$96.5K | 0.82% | 25 |
|
|
2014
Q3 | $14.7M | Buy |
383,132
+5,345
| +1% | +$216K | 0.71% | 39 |
|
|
2014
Q2 | $15.3M | Buy |
377,787
+9,073
| +2% | +$373K | 0.75% | 36 |
|
|
2014
Q1 | $15.1M | Buy |
368,714
+5,239
| +1% | +$199K | 0.77% | 34 |
|
|
2013
Q4 | $13.9M | Sell |
363,475
-29,599
| -8% | -$1.02M | 0.71% | 40 |
|
|
2013
Q3 | $13M | Sell |
393,074
-2,185
| -0.6% | -$70.9K | 0.71% | 38 |
|
|
2013
Q2 | $12.1M | Buy |
+395,259
| New | +$13.1M | 0.68% | 38 |
|
Other funds holding ORCL
Whittier Trust's ORCL Position: Q2 2026 in Review
Whittier Trust increased its Oracle (ORCL) stake by 1.2% in Q2 2026, buying an estimated $233K and bringing the position to 104,028 shares worth $15M. The position accounts for 0.15% of the portfolio, ranked #117.
Whittier Trust first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.9M in Q3 2025. 3,503 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Whittier Trust held 104,028 shares of Oracle worth $15M as of Q2 2026.
- Whittier Trust bought 1,283 Oracle shares in Q2 2026, an estimated $233K.
- Oracle made up 0.15% of Whittier Trust's portfolio in Q2 2026, its #117 holding.
- Whittier Trust first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
- Whittier Trust's Oracle position peaked at $33.9M in Q3 2025.
- 3,503 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.