UBS Group’s Oracle ORCL Stock Holding History

UBS Group’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	$1.97B	Buy	13,422,069 +2,107,984	+19%	+$343M	0.3%	53
2025 Q4	$2.21B	Sell	11,314,085 -220,415	-2%	-$52.5M	0.36%	36
2025 Q3	$3.24B	Buy	11,534,500 +828,676	+8%	+$211M	0.51%	16
2025 Q2	$2.34B	Buy	10,705,824 +18,588	+0.2%	+$3M	0.41%	29
2025 Q1	$1.49B	Buy	10,687,236 +1,293,595	+14%	+$211M	0.27%	53
2024 Q4	$1.57B	Buy	9,393,641 +1,478,129	+19%	+$263M	0.29%	45
2024 Q3	$1.35B	Sell	7,915,512 -534,718	-6%	-$77.5M	0.29%	55
2024 Q2	$1.19B	Buy	8,450,230 +1,574,648	+23%	+$196M	0.29%	54
2024 Q1	$864M	Buy	6,875,582 +1,304,060	+23%	+$149M	0.22%	85
2023 Q4	$587M	Sell	5,571,522 -346,334	-6%	-$37.8M	0.18%	114
2023 Q3	$627M	Sell	5,917,856 -114,253	-2%	-$13.2M	0.22%	92
2023 Q2	$718M	Sell	6,032,109 -901,639	-13%	-$93.2M	0.24%	89
2023 Q1	$644M	Buy	6,933,748 +568,778	+9%	+$49.9M	0.24%	87
2022 Q4	$520M	Buy	6,364,970 +1,188,731	+23%	+$90.3M	0.19%	109
2022 Q3	$316M	Buy	5,176,239 +1,052,156	+26%	+$77M	0.14%	151
2022 Q2	$288M	Sell	4,124,083 -689,408	-14%	-$50.5M	0.12%	188
2022 Q1	$398M	Sell	4,813,491 -197,945	-4%	-$16M	0.13%	155
2021 Q4	$437M	Sell	5,011,436 -410,932	-8%	-$38.6M	0.13%	167
2021 Q3	$472M	Sell	5,422,368 -47,286	-0.9%	-$4.18M	0.15%	143
2021 Q2	$426M	Sell	5,469,654 -357,746	-6%	-$28M	0.14%	152
2021 Q1	$409M	Sell	5,827,400 -442,191	-7%	-$28.6M	0.14%	157
2020 Q4	$406M	Sell	6,269,591 -1,087,784	-15%	-$64.8M	0.14%	166
2020 Q3	$439M	Buy	7,357,375 +488,242	+7%	+$27.7M	0.17%	132
2020 Q2	$380M	Sell	6,869,133 -686,482	-9%	-$36.4M	0.16%	146
2020 Q1	$365M	Buy	7,555,615 +975,471	+15%	+$50.3M	0.17%	132
2019 Q4	$349M	Buy	6,580,144 +344,049	+6%	+$18.9M	0.12%	174
2019 Q3	$343M	Buy	6,236,095 +316,115	+5%	+$17.5M	0.13%	163
2019 Q2	$337M	Sell	5,919,980 -91,442	-2%	-$4.95M	0.13%	165
2019 Q1	$323M	Buy	6,011,422 +817,345	+16%	+$41.6M	0.13%	168
2018 Q4	$235M	Sell	5,194,077 -4,937,430	-49%	-$237M	0.11%	200
2018 Q3	$522M	Buy	10,131,507 +400,708	+4%	+$19.5M	0.21%	113
2018 Q2	$429M	Buy	9,730,799 +148,864	+2%	+$6.86M	0.19%	133
2018 Q1	$438M	Sell	9,581,935 -244,403	-2%	-$12.2M	0.19%	125
2017 Q4	$465M	Buy	9,826,338 +3,871,030	+65%	+$190M	0.19%	131
2017 Q3	$288M	Sell	5,955,308 -498,408	-8%	-$24.8M	0.13%	172
2017 Q2	$324M	Buy	6,453,716 +1,012,805	+19%	+$46.2M	0.17%	153
2017 Q1	$243M	Buy	5,440,911 +699,551	+15%	+$29.1M	0.13%	180
2016 Q4	$182M	Sell	4,741,360 -31,867	-0.7%	-$1.25M	0.1%	220
2016 Q3	$187M	Buy	4,773,227 +314,684	+7%	+$12.8M	0.11%	203
2016 Q2	$182M	Sell	4,458,543 -492,830	-10%	-$19.7M	0.11%	192
2016 Q1	$203M	Sell	4,951,373 -347,889	-7%	-$12.9M	0.14%	166
2015 Q4	$194M	Buy	5,299,262 +660,352	+14%	+$25.2M	0.13%	185
2015 Q3	$168M	Sell	4,638,910 -97,180	-2%	-$3.74M	0.12%	191
2015 Q2	$191M	Sell	4,736,090 -731,817	-13%	-$31.7M	0.13%	185
2015 Q1	$236M	Buy	5,467,907 +130,132	+2%	+$5.64M	0.16%	145
2014 Q4	$240M	Buy	+5,337,775	New	+$217M	0.17%	142

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 Group's ORCL Position: Q1 2026 in Review

UBS Group increased its Oracle (ORCL) stake by 19% in Q1 2026, buying an estimated $343M and bringing the position to 13,422,069 shares worth $1.97B. The position accounts for 0.3% of the portfolio, ranked #53.

UBS Group first reported a position in ORCL in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.24B in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

UBS Group held 13,422,069 shares of Oracle worth $1.97B as of Q1 2026.
UBS Group bought 2,107,984 Oracle shares in Q1 2026, an estimated $343M.
Oracle made up 0.3% of UBS Group's portfolio in Q1 2026, its #53 holding.
UBS Group first reported a position in Oracle in Q4 2014 and has held it in 46 quarters since.
UBS Group's Oracle position peaked at $3.24B in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.