UBS AM’s Oracle ORCL Stock Holding History

UBS AM’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	$2.14B	Buy	14,556,984 +1,079,181	+8%	+$175M	0.45%	35
2025 Q4	$2.63B	Buy	13,477,803 +1,137,264	+9%	+$271M	0.56%	23
2025 Q3	$3.47B	Sell	12,340,539 -2,970,541	-19%	-$756M	0.75%	14
2025 Q2	$3.35B	Buy	15,311,080 +1,426,556	+10%	+$230M	0.68%	18
2025 Q1	$1.94B	Buy	13,884,524 +59,164	+0.4%	+$9.63M	0.5%	30
2024 Q4	$2.3B	Buy	13,825,360 +2,350,448	+20%	+$418M	0.54%	25
2024 Q3	$1.96B	Buy	11,474,912 +691,193	+6%	+$100M	0.5%	29
2024 Q2	$1.52B	Buy	10,783,719 +1,261,539	+13%	+$157M	0.44%	35
2024 Q1	$1.2B	Sell	9,522,180 -250,259	-3%	-$28.6M	0.43%	39
2023 Q4	$1.03B	Buy	9,772,439 +646,159	+7%	+$70.5M	0.41%	43
2023 Q3	$967M	Buy	9,126,280 +739,684	+9%	+$85.6M	0.43%	37
2023 Q2	$779M	Hold	8,386,596	–	–	0.38%	47
2023 Q1	$779M	Buy	8,386,596 +314,884	+4%	+$27.6M	0.38%	47
2022 Q4	$660M	Sell	8,071,712 -446,874	-5%	-$34M	0.35%	57
2022 Q3	$520M	Buy	8,518,586 +434,023	+5%	+$31.8M	0.29%	70
2022 Q2	$565M	Sell	8,084,563 -519,869	-6%	-$38.1M	0.3%	68
2022 Q1	$712M	Buy	8,604,432 +797,107	+10%	+$64.6M	0.31%	63
2021 Q4	$681M	Sell	7,807,325 -553,387	-7%	-$52M	0.26%	77
2021 Q3	$728M	Sell	8,360,712 -302,193	-3%	-$26.7M	0.3%	61
2021 Q2	$674M	Buy	8,662,905 +79,108	+0.9%	+$6.19M	0.29%	66
2021 Q1	$602M	Sell	8,583,797 -46,512	-0.5%	-$3.01M	0.27%	72
2020 Q4	$558M	Buy	8,630,309 +192,057	+2%	+$11.4M	0.26%	73
2020 Q3	$504M	Sell	8,438,252 -393,638	-4%	-$22.4M	0.27%	68
2020 Q2	$488M	Sell	8,831,890 -603,929	-6%	-$32M	0.3%	63
2020 Q1	$456M	Sell	9,435,819 -215,803	-2%	-$11.1M	0.33%	64
2019 Q4	$511M	Buy	9,651,622 +86,808	+0.9%	+$4.78M	0.31%	63
2019 Q3	$526M	Sell	9,564,814 -1,079,039	-10%	-$59.6M	0.35%	55
2019 Q2	$606M	Buy	10,643,853 +246,709	+2%	+$13.3M	0.43%	42
2019 Q1	$558M	Sell	10,397,144 -708,017	-6%	-$36.1M	0.41%	46
2018 Q4	$501M	Sell	11,105,161 -97,882	-0.9%	-$4.69M	0.43%	43
2018 Q3	$578M	Sell	11,203,043 -332,977	-3%	-$16.2M	0.43%	39
2018 Q2	$508M	Sell	11,536,020 -325,859	-3%	-$15M	0.39%	46
2018 Q1	$543M	Sell	11,861,879 -1,377,749	-10%	-$68.5M	0.43%	39
2017 Q4	$626M	Sell	13,239,628 -133,922	-1%	-$6.57M	0.53%	31
2017 Q3	$647M	Buy	13,373,550 +3,001,118	+29%	+$149M	0.59%	30
2017 Q2	$520M	Sell	10,372,432 -25,488	-0.2%	-$1.16M	0.5%	37
2017 Q1	$464M	Buy	10,397,920 +471,053	+5%	+$19.6M	0.47%	39
2016 Q4	$382M	Sell	9,926,867 -32,608	-0.3%	-$1.28M	0.43%	45
2016 Q3	$391M	Buy	9,959,475 +601,619	+6%	+$24.5M	0.42%	49
2016 Q2	$383M	Buy	9,357,856 +418,162	+5%	+$16.7M	0.43%	48
2016 Q1	$366M	Sell	8,939,694 -701,463	-7%	-$26M	0.42%	49
2015 Q4	$352M	Sell	9,641,157 -1,417,743	-13%	-$54.1M	0.4%	48
2015 Q3	$399M	Sell	11,058,900 -1,186,071	-10%	-$45.6M	0.44%	44
2015 Q2	$493M	Sell	12,244,971 -22,395	-0.2%	-$971K	0.47%	42
2015 Q1	$529M	Sell	12,267,366 -763,119	-6%	-$33.1M	0.51%	37
2014 Q4	$586M	Sell	13,030,485 -377,398	-3%	-$15.4M	0.56%	36
2014 Q3	$513M	Buy	13,407,883 +68,928	+0.5%	+$2.79M	0.51%	39
2014 Q2	$541M	Buy	13,338,955 +1,335,242	+11%	+$54.9M	0.55%	35
2014 Q1	$491M	Buy	12,003,713 +1,145,558	+11%	+$43.6M	0.52%	35
2013 Q4	$415M	Sell	10,858,155 -835,368	-7%	-$28.7M	0.48%	43
2013 Q3	$388M	Sell	11,693,523 -2,859,238	-20%	-$92.8M	0.48%	43
2013 Q2	$447M	Buy	+14,552,761	New	+$483M	0.58%	32

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

UBS AM's ORCL Position: Q1 2026 in Review

UBS AM increased its Oracle (ORCL) stake by 8% in Q1 2026, buying an estimated $175M and bringing the position to 14,556,984 shares worth $2.14B. The position accounts for 0.45% of the portfolio, ranked #35.

UBS AM first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.47B in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

UBS AM held 14,556,984 shares of Oracle worth $2.14B as of Q1 2026.
UBS AM bought 1,079,181 Oracle shares in Q1 2026, an estimated $175M.
Oracle made up 0.45% of UBS AM's portfolio in Q1 2026, its #35 holding.
UBS AM first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
UBS AM's Oracle position peaked at $3.47B in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.