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Calamos Wealth Management’s Oracle ORCL Stock Holding History

Calamos Wealth 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 		$5.67M Sell
38,548
-54,619
-59% -$8.88M 0.2% 90
2025
Q4 		$18.2M Buy
93,167
+25,787
+38% +$6.14M 0.63% 32
2025
Q3 		$19M Sell
67,380
-30,135
-31% -$7.67M 0.68% 29
2025
Q2 		$21.3M Buy
97,515
+5,625
+6% +$908K 0.9% 22
2025
Q1 		$12.8M Sell
91,890
-6,057
-6% -$986K 0.64% 41
2024
Q4 		$16.3M Sell
97,947
-609
-0.6% -$108K 0.82% 22
2024
Q3 		$16.8M Buy
98,556
+5,592
+6% +$810K 0.86% 21
2024
Q2 		$13.1M Sell
92,964
-11,407
-11% -$1.42M 0.7% 29
2024
Q1 		$13.1M Sell
104,371
-679
-0.6% -$77.7K 0.74% 30
2023
Q4 		$11.1M Buy
105,050
+94
+0.1% +$10.3K 0.7% 40
2023
Q3 		$11.1M Buy
104,956
+25,586
+32% +$2.96M 0.84% 23
2023
Q2 		$9.45M Sell
79,370
-243
-0.3% -$25.1K 0.69% 30
2023
Q1 		$7.4M Sell
79,613
-10,328
-11% -$906K 0.58% 47
2022
Q4 		$7.35M Buy
89,941
+83,430
+1,281% +$6.34M 0.57% 50
2022
Q3 		$398K Buy
6,511
+1,200
+23% +$87.9K 0.03% 220
2022
Q2 		$371K Buy
5,311
+98
+2% +$7.17K 0.03% 232
2022
Q1 		$431K Sell
5,213
-59,253
-92% -$4.8M 0.03% 239
2021
Q4 		$5.62M Buy
64,466
+5,780
+10% +$543K 0.41% 62
2021
Q3 		$5.11M Sell
58,686
-6,601
-10% -$583K 0.41% 65
2021
Q2 		$5.08M Buy
65,287
+12,834
+24% +$1M 0.4% 68
2021
Q1 		$3.68M Buy
52,453
+48,488
+1,223% +$3.14M 0.3% 77
2020
Q4 		$256K Buy
3,965
+497
+14% +$29.6K 0.02% 263
2020
Q3 		$207K Buy
+3,468
New +$197K 0.02% 249
2018
Q4 		– Sell
-126,151
Closed -$6.5M – 241
2018
Q3 		$6.5M Sell
126,151
-10,525
-8% -$511K 0.81% 36
2018
Q2 		$6.02M Sell
136,676
-4,563
-3% -$210K 0.75% 42
2018
Q1 		$6.46M Buy
+141,239
New +$7.02M 0.81% 42
2017
Q3 		– Sell
-19,893
Closed -$997K – 236
2017
Q2 		$997K Buy
19,893
+73
+0.4% +$3.33K 0.14% 142
2017
Q1 		$884K Sell
19,820
-2,108
-10% -$87.8K 0.13% 150
2016
Q4 		$843K Buy
+21,928
New +$858K 0.14% 167
2016
Q3 		– Sell
-5,207
Closed -$213K – 235
2016
Q2 		$213K Sell
5,207
-45,891
-90% -$1.83M 0.04% 206
2016
Q1 		$2.09M Buy
51,098
+5,989
+13% +$222K 0.4% 76
2015
Q4 		$1.65M Buy
45,109
+461
+1% +$17.6K 0.33% 97
2015
Q3 		$1.61M Buy
44,648
+1,636
+4% +$62.9K 0.39% 94
2015
Q2 		$1.73M Buy
43,012
+11,068
+35% +$480K 0.41% 88
2015
Q1 		$1.38M Buy
31,944
+1,272
+4% +$55.1K 0.34% 110
2014
Q4 		$1.38M Buy
30,672
+7,272
+31% +$296K 0.4% 97
2014
Q3 		$896K Sell
23,400
-34,953
-60% -$1.42M 0.26% 129
2014
Q2 		$2.37M Buy
58,353
+10,245
+21% +$422K 0.67% 46
2014
Q1 		$1.97M Sell
48,108
-2,361
-5% -$89.9K 0.58% 66
2013
Q4 		$1.93M Sell
50,469
-42,744
-46% -$1.47M 0.59% 57
2013
Q3 		$3.09M Sell
93,213
-4,886
-5% -$159K 1.01% 23
2013
Q2 		$3.01M Buy
+98,099
New +$3.25M 1.07% 24

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

Calamos Wealth Management's ORCL Position: Q1 2026 in Review

Calamos Wealth Management reduced its Oracle (ORCL) stake by 59% in Q1 2026, selling an estimated $8.88M and leaving 38,548 shares worth $5.67M. The position accounts for 0.2% of the portfolio, ranked #90.

Calamos Wealth Management first reported a position in ORCL in Q2 2013 and has held it in 42 quarters since. The position peaked at $21.3M in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Calamos Wealth Management held 38,548 shares of Oracle worth $5.67M as of Q1 2026.
  • Calamos Wealth Management sold 54,619 Oracle shares in Q1 2026, an estimated $8.88M.
  • Oracle made up 0.2% of Calamos Wealth Management's portfolio in Q1 2026, its #90 holding.
  • Calamos Wealth Management first reported a position in Oracle in Q2 2013 and has held it in 42 quarters since.
  • Calamos Wealth Management's Oracle position peaked at $21.3M in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.