Wellington Group’s Oracle ORCL Stock Holding History

Wellington 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 Q2	$3.23M	Buy	22,036 +2,886	+15%	+$523K	0.85%	26
2026 Q1	$2.82M	Buy	19,150 +2,841	+17%	+$462K	0.87%	21
2025 Q4	$3.18M	Buy	+16,309	New	+$3.88M	1.06%	19

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

Wellington Group's ORCL Position: Q2 2026 in Review

Wellington Group increased its Oracle (ORCL) stake by 15% in Q2 2026, buying an estimated $523K and bringing the position to 22,036 shares worth $3.23M. The position accounts for 0.85% of the portfolio, ranked #26.

Wellington Group first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Wellington Group held 22,036 shares of Oracle worth $3.23M as of Q2 2026.
Wellington Group bought 2,886 Oracle shares in Q2 2026, an estimated $523K.
Oracle made up 0.85% of Wellington Group's portfolio in Q2 2026, its #26 holding.
Wellington Group first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.