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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
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 $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

WNY Asset Management's ORCL Position: Q1 2026 in Review

WNY Asset Management opened a new position in Oracle (ORCL) in Q1 2026: 1,802 shares worth $265K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in ORCL as recently as Q3 2025.

WNY Asset Management first reported a position in ORCL in Q2 2025 and has held it in 3 quarters since. The position peaked at $349K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • WNY Asset Management held 1,802 shares of Oracle worth $265K as of Q1 2026.
  • Oracle was a new WNY Asset Management position in Q1 2026.
  • Oracle made up 0.03% of WNY Asset Management's portfolio in Q1 2026, its #212 holding.
  • WNY Asset Management first reported a position in Oracle in Q2 2025 and has held it in 3 quarters since.
  • WNY Asset Management's Oracle position peaked at $349K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.