Wellington Management Group
ORCL icon

Wellington Management Group’s Oracle ORCL Stock Holding History

Wellington Management 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
2025
Q3 		– Sell
-399
Closed -$217K – 2067
2025
Q2 		$217K Buy
+399
New +$64.4K ﹤0.01% 1908

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

Wellington Management Group's ORCL Position: Q2 2026 in Review

Wellington Management Group increased its Oracle (ORCL) stake by 19% in Q2 2026, buying an estimated $100M and bringing the position to 3,436,341 shares worth $504M. The position accounts for 0.09% of the portfolio, ranked #220.

Wellington Management Group first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.12B in Q1 2014. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wellington Management Group held 3,436,341 shares of Oracle worth $504M as of Q2 2026.
  • Wellington Management Group bought 553,974 Oracle shares in Q2 2026, an estimated $100M.
  • Oracle made up 0.09% of Wellington Management Group's portfolio in Q2 2026, its #220 holding.
  • Wellington Management Group first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's Oracle position peaked at $2.12B in Q1 2014.
  • 3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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