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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 		– Sell
-900
Closed -$253K – 571
2025
Q4 		$253K Buy
+900
New +$214K 0.01% 394

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

Calamos Wealth Management's ORCL Position: Q2 2026 in Review

Calamos Wealth Management reduced its Oracle (ORCL) stake by 8.8% in Q2 2026, selling an estimated $615K and leaving 35,155 shares worth $5.15M. The position accounts for 0.16% of the portfolio, ranked #102.

Calamos Wealth Management first reported a position in ORCL in Q2 2013 and has held it in 43 quarters since. The position peaked at $21.3M in Q2 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Calamos Wealth Management held 35,155 shares of Oracle worth $5.15M as of Q2 2026.
  • Calamos Wealth Management sold 3,393 Oracle shares in Q2 2026, an estimated $615K.
  • Oracle made up 0.16% of Calamos Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Calamos Wealth Management first reported a position in Oracle in Q2 2013 and has held it in 43 quarters since.
  • Calamos Wealth Management's Oracle position peaked at $21.3M in Q2 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.