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Swan Global Investments’s Oracle ORCL Stock Holding History

Swan Global Investments’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 		– Sell
-1,885
Closed -$367K – 79
2025
Q4 		$367K Buy
1,885
+793
+73% +$189K 0.01% 59
2025
Q3 		$307K Sell
1,092
-863
-44% -$220K 0.01% 60
2025
Q2 		$427K Buy
1,955
+360
+23% +$58.1K 0.01% 46
2025
Q1 		$223K Buy
+1,595
New +$260K 0.01% 56

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 Global Investments's ORCL Position: Q1 2026 in Review

Swan Global Investments sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,885 shares — an estimated $367K sold.

Swan Global Investments first reported a position in ORCL in Q1 2025 and held it in 4 quarters. The position peaked at $427K in Q2 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Swan Global Investments reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Swan Global Investments sold 1,885 Oracle shares in Q1 2026, an estimated $367K.
  • Swan Global Investments first reported a position in Oracle in Q1 2025 and held it in 4 quarters.
  • Swan Global Investments's Oracle position peaked at $427K in Q2 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Swan Global Investments's 13F filing for Q1 2026, filed 7 May 2026.