SWP Financial’s Oracle ORCL Stock Holding History

SWP Financial’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 Q3	$236K	Buy	1,720 +30	+2%	+$4.23K	0.11%	69
2026 Q2	$248K	Buy	1,690 +53	+3%	+$9.6K	0.11%	70
2026 Q1	$241K	Hold	1,637	–	–	0.12%	65
2025 Q4	$319K	Hold	1,637	–	–	0.16%	57
2025 Q3	$460K	Hold	1,637	–	–	0.23%	46
2025 Q2	$358K	Hold	1,637	–	–	0.2%	52
2025 Q1	$229K	Hold	1,637	–	–	0.14%	60
2024 Q4	$273K	Sell	1,637 -427	-21%	-$75.9K	0.16%	58
2024 Q3	$352K	Hold	2,064	–	–	0.21%	36
2024 Q2	$291K	Hold	2,064	–	–	0.19%	39
2024 Q1	$259K	Sell	2,064 -19	-0.9%	-$2.18K	0.18%	40
2023 Q4	$220K	Buy	+2,083	New	+$227K	0.17%	43

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

SWP Financial's ORCL Position: Q3 2026 in Review

SWP Financial increased its Oracle (ORCL) stake by 1.8% in Q3 2026, buying an estimated $4.23K and bringing the position to 1,720 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #69.

SWP Financial first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $460K in Q3 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

SWP Financial held 1,720 shares of Oracle worth $236K as of Q3 2026.
SWP Financial bought 30 Oracle shares in Q3 2026, an estimated $4.23K.
Oracle made up 0.11% of SWP Financial's portfolio in Q3 2026, its #69 holding.
SWP Financial first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
SWP Financial's Oracle position peaked at $460K in Q3 2025.
2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.