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ORCL icon

SWMG LLC’s Oracle ORCL Stock Holding History

SWMG LLC’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
2025
Q4 		– Sell
-1,196
Closed -$335K – 122
2025
Q3 		$335K Buy
1,196
+14
+1% +$3.56K 0.1% 90
2025
Q2 		$293K Buy
+1,182
New +$191K 0.1% 99
2025
Q1 		– Sell
-1,590
Closed -$293K – 119
2024
Q4 		$293K Hold
1,590
– – 0.12% 95
2024
Q3 		$302K Buy
1,590
+8
+0.5% +$1.16K 0.12% 93
2024
Q2 		$223K Buy
+1,582
New +$196K 0.1% 92
2021
Q3 		– Sell
-2,660
Closed -$207K – 66
2021
Q2 		$207K Sell
2,660
-704
-21% -$55.1K 0.12% 60
2021
Q1 		$236K Hold
3,364
– – 0.16% 51
2020
Q4 		$207K Buy
+3,364
New +$200K 0.15% 57

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SWMG LLC's ORCL Position: Q4 2025 in Review

SWMG LLC sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,196 shares — an estimated $335K sold.

SWMG LLC first reported a position in ORCL in Q4 2020 and held it in 8 quarters. The position peaked at $335K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • SWMG LLC reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • SWMG LLC sold 1,196 Oracle shares in Q4 2025, an estimated $335K.
  • SWMG LLC first reported a position in Oracle in Q4 2020 and held it in 8 quarters.
  • SWMG LLC's Oracle position peaked at $335K in Q3 2025.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on SWMG LLC's 13F filing for Q4 2025, filed 10 Feb 2026.