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WP Advisors’s Oracle ORCL Stock Holding History

WP 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 		$329K Buy
2,234
+7
+0.3% +$1.14K 0.09% 91
2025
Q4 		$434K Sell
2,227
-1,013
-31% -$241K 0.11% 80
2025
Q3 		$911K Buy
3,240
+107
+3% +$27.2K 0.23% 61
2025
Q2 		$685K Buy
3,133
+46
+1% +$7.43K 0.19% 65
2025
Q1 		$432K Buy
3,087
+6
+0.2% +$977 0.14% 77
2024
Q4 		$513K Buy
3,081
+7
+0.2% +$1.24K 0.17% 70
2024
Q3 		$524K Sell
3,074
-14,991
-83% -$2.17M 0.19% 67
2024
Q2 		$449K Buy
18,065
+15,057
+501% +$1.87M 0.14% 79
2024
Q1 		$378K Sell
3,008
-7
-0.2% -$801 0.12% 86
2023
Q4 		$318K Buy
3,015
+1,021
+51% +$111K 0.12% 85
2023
Q3 		$211K Buy
1,994
+7
+0.4% +$810 0.09% 97
2023
Q2 		$237K Buy
+1,987
New +$205K 0.09% 91
2019
Q2 		– Sell
-1,903
Closed -$1.02K – 133
2019
Q1 		$1.02K Buy
+1,903
New +$97K 0.11% 87
2018
Q4 		– Sell
-1,889
Closed -$97K – 180
2018
Q3 		$97K Buy
1,889
+8
+0.4% +$389 0.09% 96
2018
Q2 		$83K Buy
+1,881
New +$86.7K 0.08% 101

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

WP Advisors's ORCL Position: Q1 2026 in Review

WP Advisors increased its Oracle (ORCL) stake by 0.31% in Q1 2026, buying an estimated $1.14K and bringing the position to 2,234 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #91.

WP Advisors first reported a position in ORCL in Q2 2018 and has held it in 15 quarters since. The position peaked at $911K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • WP Advisors held 2,234 shares of Oracle worth $329K as of Q1 2026.
  • WP Advisors bought 7 Oracle shares in Q1 2026, an estimated $1.14K.
  • Oracle made up 0.09% of WP Advisors's portfolio in Q1 2026, its #91 holding.
  • WP Advisors first reported a position in Oracle in Q2 2018 and has held it in 15 quarters since.
  • WP Advisors's Oracle position peaked at $911K in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.