Schwarz Dygos Wheeler Investment Advisors’s Oracle ORCL Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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	$844K	Sell	5,743 -74	-1%	-$12K	0.18%	83
2025 Q4	$1.13M	Buy	5,817 +216	+4%	+$51.4K	0.23%	63
2025 Q3	$1.58M	Sell	5,601 -470	-8%	-$120K	0.33%	50
2025 Q2	$1.33M	Buy	6,071 +54	+0.9%	+$8.72K	0.3%	59
2025 Q1	$841K	Sell	6,017 -301	-5%	-$49K	0.2%	77
2024 Q4	$1.05M	Sell	6,318 -11	-0.2%	-$1.95K	0.26%	66
2024 Q3	$1.08M	Hold	6,329	–	–	0.27%	61
2024 Q2	$894K	Sell	6,329 -87	-1%	-$10.8K	0.24%	68
2024 Q1	$806K	Sell	6,416 -800	-11%	-$91.6K	0.23%	73
2023 Q4	$761K	Hold	7,216	–	–	0.23%	71
2023 Q3	$764K	Hold	7,216	–	–	0.26%	63
2023 Q2	$859K	Buy	7,216 +201	+3%	+$20.8K	0.28%	57
2023 Q1	$652K	Hold	7,015	–	–	0.24%	63
2022 Q4	$573K	Buy	7,015 +3,000	+75%	+$228K	0.23%	66
2022 Q3	$245K	Hold	4,015	–	–	0.11%	98
2022 Q2	$281K	Hold	4,015	–	–	0.11%	101
2022 Q1	$332K	Hold	4,015	–	–	0.11%	104
2021 Q4	$350K	Sell	4,015 -7	-0.2%	-$657	0.12%	96
2021 Q3	$350K	Sell	4,022 -112	-3%	-$9.89K	0.13%	95
2021 Q2	$322K	Hold	4,134	–	–	0.12%	100
2021 Q1	$290K	Buy	+4,134	New	+$268K	0.12%	97

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

Schwarz Dygos Wheeler Investment Advisors's ORCL Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Oracle (ORCL) stake by 1.3% in Q1 2026, selling an estimated $12K and leaving 5,743 shares worth $844K. The position accounts for 0.18% of the portfolio, ranked #83.

Schwarz Dygos Wheeler Investment Advisors first reported a position in ORCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.58M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 5,743 shares of Oracle worth $844K as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors sold 74 Oracle shares in Q1 2026, an estimated $12K.
Oracle made up 0.18% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #83 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Oracle in Q1 2021 and has held it in 21 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Oracle position peaked at $1.58M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.