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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
Q2 		$42.5K Sell
290
-50
-15% -$9.06K 0.01% 98
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Swan Capital's ORCL Position: Q2 2026 in Review

Swan Capital reduced its Oracle (ORCL) stake by 15% in Q2 2026, selling an estimated $9.06K and leaving 290 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #98.

Swan Capital first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $50K in Q1 2026. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Swan Capital held 290 shares of Oracle worth $42.5K as of Q2 2026.
  • Swan Capital sold 50 Oracle shares in Q2 2026, an estimated $9.06K.
  • Oracle made up 0.01% of Swan Capital's portfolio in Q2 2026, its #98 holding.
  • Swan Capital first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's Oracle position peaked at $50K in Q1 2026.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.