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WNY Asset Management’s Oracle ORCL Stock Holding History

WNY Asset 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
Q2 		$287K Buy
1,959
+157
+9% +$28.5K 0.03% 212
2026
Q1 		$265K Buy
+1,802
New +$293K 0.03% 212
2025
Q3 		$349K Buy
1,241
+59
+5% +$15K 0.03% 177
2025
Q2 		$258K Buy
+1,182
New +$191K 0.03% 199

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

WNY Asset Management's ORCL Position: Q2 2026 in Review

WNY Asset Management increased its Oracle (ORCL) stake by 8.7% in Q2 2026, buying an estimated $28.5K and bringing the position to 1,959 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #212.

WNY Asset Management first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $349K in Q3 2025. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • WNY Asset Management held 1,959 shares of Oracle worth $287K as of Q2 2026.
  • WNY Asset Management bought 157 Oracle shares in Q2 2026, an estimated $28.5K.
  • Oracle made up 0.03% of WNY Asset Management's portfolio in Q2 2026, its #212 holding.
  • WNY Asset Management first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • WNY Asset Management's Oracle position peaked at $349K in Q3 2025.
  • 3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.