ClearBridge Investments’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $621M | Sell |
4,218,489
-682,384
| -14% | -$111M | 0.54% | 48 |
|
|
2025
Q4 | $955M | Buy |
4,900,873
+310,242
| +7% | +$73.9M | 0.76% | 24 |
|
|
2025
Q3 | $1.29B | Buy |
4,590,631
+1,780,729
| +63% | +$453M | 0.97% | 11 |
|
|
2025
Q2 | $614M | Sell |
2,809,902
-432,205
| -13% | -$69.8M | 0.5% | 53 |
|
|
2025
Q1 | $453M | Sell |
3,242,107
-2,157,269
| -40% | -$351M | 0.4% | 73 |
|
|
2024
Q4 | $900M | Sell |
5,399,376
-720,843
| -12% | -$128M | 0.73% | 20 |
|
|
2024
Q3 | $1.04B | Sell |
6,120,219
-887,759
| -13% | -$129M | 0.82% | 19 |
|
|
2024
Q2 | $990M | Sell |
7,007,978
-30,577
| -0.4% | -$3.8M | 0.8% | 20 |
|
|
2024
Q1 | $884M | Buy |
7,038,555
+409,123
| +6% | +$46.8M | 0.7% | 28 |
|
|
2023
Q4 | $699M | Sell |
6,629,432
-95,606
| -1% | -$10.4M | 0.6% | 39 |
|
|
2023
Q3 | $712M | Sell |
6,725,038
-354,859
| -5% | -$41.1M | 0.69% | 34 |
|
|
2023
Q2 | $843M | Sell |
7,079,897
-1,768,826
| -20% | -$183M | 0.76% | 25 |
|
|
2023
Q1 | $822M | Buy |
8,848,723
+52,757
| +0.6% | +$4.63M | 0.79% | 22 |
|
|
2022
Q4 | $719M | Buy |
8,795,966
+288,580
| +3% | +$21.9M | 0.71% | 32 |
|
|
2022
Q3 | $520M | Buy |
8,507,386
+568,605
| +7% | +$41.6M | 0.52% | 48 |
|
|
2022
Q2 | $555M | Buy |
7,938,781
+264,266
| +3% | +$19.3M | 0.52% | 47 |
|
|
2022
Q1 | $635M | Sell |
7,674,515
-377,092
| -5% | -$30.5M | 0.48% | 59 |
|
|
2021
Q4 | $702M | Buy |
8,051,607
+116,133
| +1% | +$10.9M | 0.48% | 54 |
|
|
2021
Q3 | $691M | Buy |
7,935,474
+20,690
| +0.3% | +$1.83M | 0.49% | 56 |
|
|
2021
Q2 | $616M | Buy |
7,914,784
+288,704
| +4% | +$22.6M | 0.43% | 59 |
|
|
2021
Q1 | $535M | Buy |
7,626,080
+510,455
| +7% | +$33M | 0.4% | 67 |
|
|
2020
Q4 | $460M | Buy |
7,115,625
+1,443,004
| +25% | +$85.9M | 0.36% | 71 |
|
|
2020
Q3 | $339M | Buy |
5,672,621
+1,542,818
| +37% | +$87.6M | 0.29% | 89 |
|
|
2020
Q2 | $228M | Buy |
4,129,803
+73,804
| +2% | +$3.91M | 0.21% | 104 |
|
|
2020
Q1 | $196M | Sell |
4,055,999
-15,933,758
| -80% | -$822M | 0.21% | 108 |
|
|
2019
Q4 | $1.08B | Sell |
19,989,757
-372,415
| -2% | -$20.5M | 0.89% | 23 |
|
|
2019
Q3 | $1.12B | Buy |
20,362,172
+285,871
| +1% | +$15.8M | 0.98% | 21 |
|
|
2019
Q2 | $1.14B | Sell |
20,076,301
-701,744
| -3% | -$38M | 0.99% | 19 |
|
|
2019
Q1 | $1.12B | Buy |
20,778,045
+345,982
| +2% | +$17.6M | 0.99% | 17 |
|
|
2018
Q4 | $923M | Sell |
20,432,063
-729,338
| -3% | -$35M | 0.93% | 20 |
|
|
2018
Q3 | $1.09B | Buy |
21,161,401
+1,022,017
| +5% | +$49.6M | 0.94% | 18 |
|
|
2018
Q2 | $887M | Buy |
20,139,384
+1,622,476
| +9% | +$74.8M | 0.73% | 30 |
|
|
2018
Q1 | $847M | Buy |
18,516,908
+2,757,095
| +17% | +$137M | 0.8% | 27 |
|
|
2017
Q4 | $745M | Buy |
15,759,813
+9,429,236
| +149% | +$463M | 0.69% | 33 |
|
|
2017
Q3 | $306M | Sell |
6,330,577
-77,204
| -1% | -$3.84M | 0.29% | 101 |
|
|
2017
Q2 | $321M | Sell |
6,407,781
-88,017
| -1% | -$4.01M | 0.32% | 98 |
|
|
2017
Q1 | $290M | Buy |
6,495,798
+1,405,644
| +28% | +$58.5M | 0.29% | 101 |
|
|
2016
Q4 | $196M | Buy |
5,090,154
+199,801
| +4% | +$7.81M | 0.22% | 127 |
|
|
2016
Q3 | $192M | Buy |
4,890,353
+152,191
| +3% | +$6.2M | 0.22% | 121 |
|
|
2016
Q2 | $194M | Sell |
4,738,162
-1,633,500
| -26% | -$65.2M | 0.23% | 112 |
|
|
2016
Q1 | $261M | Sell |
6,371,662
-76,760
| -1% | -$2.84M | 0.31% | 88 |
|
|
2015
Q4 | $236M | Sell |
6,448,422
-1,812,788
| -22% | -$69.2M | 0.27% | 97 |
|
|
2015
Q3 | $298M | Buy |
8,261,210
+647,427
| +9% | +$24.9M | 0.36% | 79 |
|
|
2015
Q2 | $307M | Buy |
7,613,783
+189,329
| +3% | +$8.21M | 0.32% | 86 |
|
|
2015
Q1 | $320M | Sell |
7,424,454
-69,238
| -0.9% | -$3M | 0.33% | 88 |
|
|
2014
Q4 | $337M | Buy |
7,493,692
+1,175,213
| +19% | +$47.8M | 0.35% | 85 |
|
|
2014
Q3 | $242M | Buy |
6,318,479
+80,987
| +1% | +$3.28M | 0.27% | 109 |
|
|
2014
Q2 | $253M | Buy |
6,237,492
+402,711
| +7% | +$16.6M | 0.28% | 107 |
|
|
2014
Q1 | $239M | Buy |
5,834,781
+1,964,834
| +51% | +$74.8M | 0.28% | 108 |
|
|
2013
Q4 | $148M | Buy |
3,869,947
+2,639,708
| +215% | +$90.7M | 0.18% | 139 |
|
|
2013
Q3 | $40.8M | Sell |
1,230,239
-1,748,011
| -59% | -$56.7M | 0.06% | 291 |
|
|
2013
Q2 | $91.5M | Buy |
+2,978,250
| New | +$98.8M | 0.14% | 165 |
|
Other funds holding ORCL
VCM
VPM
ClearBridge Investments's ORCL Position: Q1 2026 in Review
ClearBridge Investments reduced its Oracle (ORCL) stake by 14% in Q1 2026, selling an estimated $111M and leaving 4,218,489 shares worth $621M. The position accounts for 0.54% of the portfolio, ranked #48.
ClearBridge Investments first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.29B in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- ClearBridge Investments held 4,218,489 shares of Oracle worth $621M as of Q1 2026.
- ClearBridge Investments sold 682,384 Oracle shares in Q1 2026, an estimated $111M.
- Oracle made up 0.54% of ClearBridge Investments's portfolio in Q1 2026, its #48 holding.
- ClearBridge Investments first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
- ClearBridge Investments's Oracle position peaked at $1.29B in Q3 2025.
- 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.