RW Investment Management’s Oracle ORCL Stock Holding History

RW 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	$1.05M	Buy	+7,161	New	+$1.16M	0.1%	44
2025 Q3	$2.07M	Sell	7,362 -204	-3%	-$52K	0.21%	25
2025 Q2	$1.65M	Sell	7,566 -509	-6%	-$82.2K	0.18%	26
2025 Q1	$1.13M	Sell	8,075 -92	-1%	-$15K	0.14%	33
2024 Q4	$1.36M	Sell	8,167 -88	-1%	-$15.6K	0.17%	32
2024 Q3	$1.41M	Hold	8,255	–	–	0.18%	29
2024 Q2	$1.17M	Sell	8,255 -80	-1%	-$9.94K	0.16%	29
2024 Q1	$1.05M	Sell	8,335 -854	-9%	-$97.7K	0.15%	31
2023 Q4	$969K	Hold	9,189	–	–	0.15%	29
2023 Q3	$973K	Sell	9,189 -746	-8%	-$86.3K	0.18%	29
2023 Q2	$1.18M	Hold	9,935	–	–	0.25%	25
2023 Q1	$923K	Hold	9,935	–	–	0.26%	31
2022 Q4	$812K	Buy	+9,935	New	+$755K	0.32%	32

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

RW Investment Management opened a new position in Oracle (ORCL) in Q1 2026: 7,161 shares worth $1.05M. The stake represents 0.1% of the portfolio and ranks #44 among its holdings. This is a return to the name: RW Investment Management previously reported a position in ORCL as recently as Q3 2025.

RW Investment Management first reported a position in ORCL in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.07M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

RW Investment Management held 7,161 shares of Oracle worth $1.05M as of Q1 2026.
Oracle was a new RW Investment Management position in Q1 2026.
Oracle made up 0.1% of RW Investment Management's portfolio in Q1 2026, its #44 holding.
RW Investment Management first reported a position in Oracle in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Oracle position peaked at $2.07M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.