SWS Partners’s Oracle ORCL Stock Holding History

SWS Partners’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	$2.49M	Buy	16,942 +3,070	+22%	+$499K	0.61%	56
2025 Q4	$2.7M	Sell	13,872 -3,575	-20%	-$851K	0.65%	54
2025 Q3	$4.91M	Buy	17,447 +304	+2%	+$77.4K	1.2%	20
2025 Q2	$3.75M	Sell	17,143 -900	-5%	-$145K	1.01%	28
2025 Q1	$2.52M	Buy	18,043 +318	+2%	+$51.8K	0.83%	45
2024 Q4	$2.95M	Buy	17,725 +236	+1%	+$41.9K	0.89%	38
2024 Q3	$2.98M	Sell	17,489 -1,354	-7%	-$196K	0.95%	29
2024 Q2	$2.66M	Buy	+18,843	New	+$2.34M	0.79%	42
2022 Q2	–	Sell	-285	Closed	-$24K	–	104
2022 Q1	$24K	Buy	+285	New	+$23.1K	0.02%	93
2018 Q2	–	Sell	-1,948	Closed	-$88K	–	245
2018 Q1	$88K	Buy	1,948 +1,047	+116%	+$52.1K	0.06%	101
2017 Q4	$43K	Buy	+901	New	+$44.2K	0.03%	156

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SWS Partners's ORCL Position: Q1 2026 in Review

SWS Partners increased its Oracle (ORCL) stake by 22% in Q1 2026, buying an estimated $499K and bringing the position to 16,942 shares worth $2.49M. The position accounts for 0.61% of the portfolio, ranked #56.

SWS Partners first reported a position in ORCL in Q4 2017 and has held it in 11 quarters since. The position peaked at $4.91M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

SWS Partners held 16,942 shares of Oracle worth $2.49M as of Q1 2026.
SWS Partners bought 3,070 Oracle shares in Q1 2026, an estimated $499K.
Oracle made up 0.61% of SWS Partners's portfolio in Q1 2026, its #56 holding.
SWS Partners first reported a position in Oracle in Q4 2017 and has held it in 11 quarters since.
SWS Partners's Oracle position peaked at $4.91M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.