Wellington Management Group’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$424M Sell
2,882,367
-1,101,636
-28% -$179M 0.08% 224
2025
Q4
$777M Sell
3,984,003
-2,625,561
-40% -$625M 0.14% 160
2025
Q3
$1.86B Buy
6,609,564
+4,356,572
+193% +$1.11B 0.33% 69
2025
Q2
$493M Buy
2,252,992
+2,067,955
+1,118% +$334M 0.09% 199
2025
Q1
$25.9M Buy
185,037
+12,554
+7% +$2.04M 0.01% 877
2024
Q4
$28.7M Buy
172,483
+115,059
+200% +$20.4M 0.01% 869
2024
Q3
$9.79M Buy
57,424
+12,302
+27% +$1.78M ﹤0.01% 1181
2024
Q2
$6.37M Sell
45,122
-10,128
-18% -$1.26M ﹤0.01% 1266
2024
Q1
$6.94M Sell
55,250
-7,912,595
-99% -$906M ﹤0.01% 1246
2023
Q4
$840M Sell
7,967,845
-203,154
-2% -$22.2M 0.16% 148
2023
Q3
$865M Buy
8,170,999
+8,084,067
+9,299% +$936M 0.17% 133
2023
Q2
$10.4M Buy
86,932
+15,254
+21% +$1.58M ﹤0.01% 1097
2023
Q1
$6.66M Sell
71,678
-2,324
-3% -$204K ﹤0.01% 1205
2022
Q4
$6.05M Buy
74,002
+3,313
+5% +$252K ﹤0.01% 1220
2022
Q3
$4.32M Sell
70,689
-23,262
-25% -$1.7M ﹤0.01% 1313
2022
Q2
$6.56M Sell
93,951
-434,903
-82% -$31.8M ﹤0.01% 1233
2022
Q1
$43.8M Sell
528,854
-1,397,361
-73% -$113M 0.01% 795
2021
Q4
$168M Buy
1,926,215
+15,689
+0.8% +$1.47M 0.03% 492
2021
Q3
$166M Sell
1,910,526
-181,736
-9% -$16.1M 0.03% 485
2021
Q2
$163M Sell
2,092,262
-75,448
-3% -$5.91M 0.03% 496
2021
Q1
$152M Sell
2,167,710
-43,997
-2% -$2.85M 0.03% 488
2020
Q4
$143M Buy
2,211,707
+579,694
+36% +$34.5M 0.03% 493
2020
Q3
$97.4M Sell
1,632,013
-194,727
-11% -$11.1M 0.02% 523
2020
Q2
$101M Buy
1,826,740
+1,591,223
+676% +$84.3M 0.02% 520
2020
Q1
$11.4M Sell
235,517
-124,779
-35% -$6.44M ﹤0.01% 1009
2019
Q4
$19.1M Sell
360,296
-259,186
-42% -$14.3M ﹤0.01% 1004
2019
Q3
$34.1M Sell
619,482
-3,072
-0.5% -$170K 0.01% 829
2019
Q2
$35.5M Buy
622,554
+217,462
+54% +$11.8M 0.01% 857
2019
Q1
$21.8M Buy
405,092
+10,616
+3% +$541K ﹤0.01% 993
2018
Q4
$17.8M Buy
394,476
+63,880
+19% +$3.06M ﹤0.01% 1026
2018
Q3
$17M Sell
330,596
-1,301,859
-80% -$63.2M ﹤0.01% 1128
2018
Q2
$71.9M Sell
1,632,455
-1,638,951
-50% -$75.5M 0.02% 683
2018
Q1
$150M Sell
3,271,406
-5,632
-0.2% -$280K 0.03% 446
2017
Q4
$155M Sell
3,277,038
-1,326,665
-29% -$65.1M 0.03% 424
2017
Q3
$223M Sell
4,603,703
-802,602
-15% -$39.9M 0.05% 332
2017
Q2
$271M Buy
5,406,305
+35,191
+0.7% +$1.6M 0.06% 279
2017
Q1
$240M Sell
5,371,114
-109,983
-2% -$4.58M 0.06% 297
2016
Q4
$211M Buy
5,481,097
+824,047
+18% +$32.2M 0.05% 315
2016
Q3
$183M Sell
4,657,050
-19,657,815
-81% -$801M 0.05% 336
2016
Q2
$995M Buy
24,314,865
+287,709
+1% +$11.5M 0.26% 101
2016
Q1
$983M Sell
24,027,156
-5,783,406
-19% -$214M 0.26% 98
2015
Q4
$1.09B Sell
29,810,562
-12,198,643
-29% -$466M 0.28% 87
2015
Q3
$1.52B Sell
42,009,205
-1,478,827
-3% -$56.9M 0.42% 54
2015
Q2
$1.75B Buy
43,488,032
+3,084,510
+8% +$134M 0.45% 52
2015
Q1
$1.74B Sell
40,403,522
-754,223
-2% -$32.7M 0.45% 49
2014
Q4
$1.85B Sell
41,157,745
-581,655
-1% -$23.7M 0.49% 43
2014
Q3
$1.6B Sell
41,739,400
-3,392,041
-8% -$137M 0.44% 51
2014
Q2
$1.83B Sell
45,131,441
-6,700,544
-13% -$276M 0.49% 46
2014
Q1
$2.12B Buy
51,831,985
+1,655,116
+3% +$63M 0.59% 35
2013
Q4
$1.92B Sell
50,176,869
-1,237,995
-2% -$42.6M 0.55% 38
2013
Q3
$1.71B Buy
51,414,864
+6,313,930
+14% +$205M 0.53% 41
2013
Q2
$1.39B Buy
+45,100,934
New +$1.5B 0.45% 55

Other funds holding ORCL

Wellington Management Group's ORCL Position: Q1 2026 in Review

Wellington Management Group reduced its Oracle (ORCL) stake by 28% in Q1 2026, selling an estimated $179M and leaving 2,882,367 shares worth $424M. The position accounts for 0.08% of the portfolio, ranked #224.

Wellington Management Group first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.12B in Q1 2014. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Wellington Management Group held 2,882,367 shares of Oracle worth $424M as of Q1 2026.
  • Wellington Management Group sold 1,101,636 Oracle shares in Q1 2026, an estimated $179M.
  • Oracle made up 0.08% of Wellington Management Group's portfolio in Q1 2026, its #224 holding.
  • Wellington Management Group first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Oracle position peaked at $2.12B in Q1 2014.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.