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Swan Capital’s Oracle ORCL Stock Holding History

Swan Capital’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 		$50K Buy
340
+200
+143% +$32.5K 0.02% 79
2025
Q4 		$27.3K Sell
140
-10
-7% -$2.38K 0.01% 107
2025
Q3 		$42.2K Buy
150
+1
+0.7% +$255 0.02% 83
2025
Q2 		$32.6K Buy
149
+9
+6% +$1.45K 0.01% 91
2025
Q1 		$19.6K Hold
140
– – 0.01% 102
2024
Q4 		$23.3K Hold
140
– – 0.01% 93
2024
Q3 		$23.9K Hold
140
– – 0.01% 96
2024
Q2 		$19.8K Buy
+140
New +$17.4K 0.01% 102

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

Swan Capital's ORCL Position: Q1 2026 in Review

Swan Capital increased its Oracle (ORCL) stake by 143% in Q1 2026, buying an estimated $32.5K and bringing the position to 340 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #79.

Swan Capital first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Swan Capital held 340 shares of Oracle worth $50K as of Q1 2026.
  • Swan Capital bought 200 Oracle shares in Q1 2026, an estimated $32.5K.
  • Oracle made up 0.02% of Swan Capital's portfolio in Q1 2026, its #79 holding.
  • Swan Capital first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.