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World Investment Advisors’s Oracle ORCL Stock Holding History

World Investment 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
Q1 		$10.5M Buy
71,574
+13,135
+22% +$2.14M 0.17% 135
2025
Q4 		$11.4M Buy
58,439
+10,887
+23% +$2.59M 0.18% 124
2025
Q3 		$13.4M Sell
47,552
-18,637
-28% -$4.75M 0.27% 75
2025
Q2 		$14.5M Buy
66,189
+5,280
+9% +$853K 0.33% 60
2025
Q1 		$8.52M Sell
60,909
-6,157
-9% -$1M 0.22% 109
2024
Q4 		$11.2M Sell
67,066
-4,093
-6% -$727K 0.31% 70
2024
Q3 		$12.1M Buy
71,159
+46,790
+192% +$6.78M 0.38% 57
2024
Q2 		$3.44M Buy
24,369
+18,707
+330% +$2.32M 0.21% 97
2024
Q1 		$711K Sell
5,662
-1,585
-22% -$181K 0.1% 179
2023
Q4 		$764K Buy
7,247
+4,551
+169% +$497K 0.1% 171
2023
Q3 		$286K Hold
2,696
– – 0.06% 208
2023
Q2 		$321K Sell
2,696
-8
-0.3% -$827 0.06% 190
2023
Q1 		$251K Hold
2,704
– – 0.05% 197
2022
Q4 		$221K Sell
2,704
-1,504
-36% -$114K 0.05% 213
2022
Q3 		$257K Sell
4,208
-47
-1% -$3.44K 0.06% 198
2022
Q2 		$329K Sell
4,255
-52
-1% -$3.81K 0.07% 187
2022
Q1 		$356K Buy
4,307
+38
+0.9% +$3.08K 0.07% 182
2021
Q4 		$349K Buy
+4,269
New +$401K 0.07% 181

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

World Investment Advisors's ORCL Position: Q1 2026 in Review

World Investment Advisors increased its Oracle (ORCL) stake by 22% in Q1 2026, buying an estimated $2.14M and bringing the position to 71,574 shares worth $10.5M. The position accounts for 0.17% of the portfolio, ranked #135.

World Investment Advisors first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.5M in Q2 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • World Investment Advisors held 71,574 shares of Oracle worth $10.5M as of Q1 2026.
  • World Investment Advisors bought 13,135 Oracle shares in Q1 2026, an estimated $2.14M.
  • Oracle made up 0.17% of World Investment Advisors's portfolio in Q1 2026, its #135 holding.
  • World Investment Advisors first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • World Investment Advisors's Oracle position peaked at $14.5M in Q2 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.