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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
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 $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

FWL Investment Management's ORCL Position: Q1 2026 in Review

FWL Investment Management reduced its Oracle (ORCL) stake by 100% in Q1 2026, selling an estimated $10.1M and leaving 98 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

FWL Investment Management first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.5M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • FWL Investment Management held 98 shares of Oracle worth $14.4K as of Q1 2026.
  • FWL Investment Management sold 61,867 Oracle shares in Q1 2026, an estimated $10.1M.
  • Oracle made up ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #239 holding.
  • FWL Investment Management first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
  • FWL Investment Management's Oracle position peaked at $19.5M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.