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FWL Investment Management’s Oracle ORCL Stock Holding History

FWL Investment 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
Q2 		$253K Buy
1,723
+1,625
+1,658% +$295K 0.05% 105
2026
Q1 		$14.4K Sell
98
-61,867
-100% -$10.1M ﹤0.01% 239
2025
Q4 		$12.1M Sell
61,965
-7,339
-11% -$1.75M 2.91% 13
2025
Q3 		$19.5M Sell
69,304
-4,832
-7% -$1.23M 5.08% 2
2025
Q2 		$16.2M Sell
74,136
-325
-0.4% -$52.5K 4.96% 1
2025
Q1 		$10.4M Buy
74,461
+19,517
+36% +$3.18M 3.87% 8
2024
Q4 		$9.16M Buy
54,944
+344
+0.6% +$61.1K 3.33% 9
2024
Q3 		$9.3M Buy
54,600
+11,720
+27% +$1.7M 3.56% 7
2024
Q2 		$6.05M Buy
42,880
+36,470
+569% +$4.53M 3.05% 17
2024
Q1 		$805K Buy
6,410
+1,020
+19% +$117K 0.44% 39
2023
Q4 		$568K Buy
5,390
+2,505
+87% +$273K 0.33% 38
2023
Q3 		$306K Buy
2,885
+100
+4% +$11.6K 0.21% 40
2023
Q2 		$332K Sell
2,785
-2,065
-43% -$214K 0.23% 44
2023
Q1 		$451K Buy
+4,850
New +$425K 0.33% 36

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

FWL Investment Management's ORCL Position: Q2 2026 in Review

FWL Investment Management increased its Oracle (ORCL) stake by 1,658% in Q2 2026, buying an estimated $295K and bringing the position to 1,723 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #105.

FWL Investment Management first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.5M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • FWL Investment Management held 1,723 shares of Oracle worth $253K as of Q2 2026.
  • FWL Investment Management bought 1,625 Oracle shares in Q2 2026, an estimated $295K.
  • Oracle made up 0.05% of FWL Investment Management's portfolio in Q2 2026, its #105 holding.
  • FWL Investment Management first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • FWL Investment Management's Oracle position peaked at $19.5M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.