WEG
ORCL icon

World Equity Group’s Oracle ORCL Stock Holding History

World Equity Group’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 		$323K Buy
+2,203
New +$399K 0.07% 297
2026
Q1 		– Sell
-1,553
Closed -$303K – 384
2025
Q4 		$303K Buy
1,553
+339
+28% +$80.7K 0.08% 260
2025
Q3 		$341K Buy
1,214
+28
+2% +$7.13K 0.08% 243
2025
Q2 		$259K Sell
1,186
-3,113
-72% -$503K 0.07% 270
2025
Q1 		$623K Sell
4,299
-4,005
-48% -$652K 0.18% 120
2024
Q4 		$1.38M Buy
8,304
+4,329
+109% +$769K 0.3% 70
2024
Q3 		$677K Sell
3,975
-12,839
-76% -$1.86M 0.24% 96
2024
Q2 		$2.37M Buy
16,814
+317
+2% +$39.4K 0.71% 32
2024
Q1 		$2.07M Buy
16,497
+194
+1% +$22.2K 0.43% 59
2023
Q4 		$1.72M Buy
16,303
+2,057
+14% +$224K 0.34% 68
2023
Q3 		$1.51M Buy
14,246
+1,180
+9% +$137K 0.31% 78
2023
Q2 		$1.56M Sell
13,066
-203,652
-94% -$21.1M 0.46% 49
2023
Q1 		$20.1M Buy
216,718
+200,650
+1,249% +$17.6M 3.01% 1
2022
Q4 		$1.31M Buy
16,068
+804
+5% +$61.1K 0.31% 86
2022
Q3 		$932K Sell
15,264
-1,086
-7% -$79.5K 0.24% 106
2022
Q2 		$1.14M Sell
16,350
-420
-3% -$30.7K 0.29% 95
2022
Q1 		$1.39M Buy
+16,770
New +$1.36M 0.3% 93

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

World Equity Group's ORCL Position: Q2 2026 in Review

World Equity Group opened a new position in Oracle (ORCL) in Q2 2026: 2,203 shares worth $323K. The stake represents 0.07% of the portfolio and ranks #297 among its holdings. This is a return to the name: World Equity Group previously reported a position in ORCL as recently as Q4 2025.

World Equity Group first reported a position in ORCL in Q1 2022 and has held it in 17 quarters since. The position peaked at $20.1M in Q1 2023. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • World Equity Group held 2,203 shares of Oracle worth $323K as of Q2 2026.
  • Oracle was a new World Equity Group position in Q2 2026.
  • Oracle made up 0.07% of World Equity Group's portfolio in Q2 2026, its #297 holding.
  • World Equity Group first reported a position in Oracle in Q1 2022 and has held it in 17 quarters since.
  • World Equity Group's Oracle position peaked at $20.1M in Q1 2023.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.