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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
Q2 		$2.31M Sell
15,793
-1,149
-7% -$208K 0.5% 67
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWS Partners's ORCL Position: Q2 2026 in Review

SWS Partners reduced its Oracle (ORCL) stake by 6.8% in Q2 2026, selling an estimated $208K and leaving 15,793 shares worth $2.31M. The position accounts for 0.5% of the portfolio, ranked #67.

SWS Partners first reported a position in ORCL in Q4 2017 and has held it in 12 quarters since. The position peaked at $4.91M in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • SWS Partners held 15,793 shares of Oracle worth $2.31M as of Q2 2026.
  • SWS Partners sold 1,149 Oracle shares in Q2 2026, an estimated $208K.
  • Oracle made up 0.5% of SWS Partners's portfolio in Q2 2026, its #67 holding.
  • SWS Partners first reported a position in Oracle in Q4 2017 and has held it in 12 quarters since.
  • SWS Partners's Oracle position peaked at $4.91M in Q3 2025.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.