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 Q2	$1.02M	Sell	6,956 -205	-3%	-$37.2K	0.09%	49
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RW Investment Management reduced its Oracle (ORCL) stake by 2.9% in Q2 2026, selling an estimated $37.2K and leaving 6,956 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #49.

RW Investment Management first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.07M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

RW Investment Management held 6,956 shares of Oracle worth $1.02M as of Q2 2026.
RW Investment Management sold 205 Oracle shares in Q2 2026, an estimated $37.2K.
Oracle made up 0.09% of RW Investment Management's portfolio in Q2 2026, its #49 holding.
RW Investment Management first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's Oracle position peaked at $2.07M in Q3 2025.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.