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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 $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. 3,471 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.
  • 3,471 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.