SWP Investment Management’s Oracle ORCL Stock Holding History

SWP Investment Management’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	$4M	Buy	27,273 +1,020	+4%	+$185K	2.76%	9
2026 Q1	$3.86M	Buy	26,253 +510	+2%	+$82.9K	2.88%	6
2025 Q4	$5.02M	Buy	25,743 +12,946	+101%	+$3.08M	3.64%	5
2025 Q3	$3.6M	Sell	12,797 -4,880	-28%	-$1.24M	3.54%	5
2025 Q2	$3.86M	Buy	17,677 +5,987	+51%	+$967K	4.57%	2
2025 Q1	$1.63M	Buy	+11,690	New	+$1.9M	2.04%	18

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWP Investment Management's ORCL Position: Q2 2026 in Review

SWP Investment Management increased its Oracle (ORCL) stake by 3.9% in Q2 2026, buying an estimated $185K and bringing the position to 27,273 shares worth $4M. The position accounts for 2.76% of the portfolio, ranked #9.

SWP Investment Management first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.02M in Q4 2025. 3,503 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

SWP Investment Management held 27,273 shares of Oracle worth $4M as of Q2 2026.
SWP Investment Management bought 1,020 Oracle shares in Q2 2026, an estimated $185K.
Oracle made up 2.76% of SWP Investment Management's portfolio in Q2 2026, its #9 holding.
SWP Investment Management first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
SWP Investment Management's Oracle position peaked at $5.02M in Q4 2025.
3,503 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.