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
2026
Q1 		– Sell
-2,079
Closed -$374K – 1975
2025
Q4 		$374K Buy
2,079
+1,184
+132% +$282K ﹤0.01% 1842
2025
Q3 		$785K Buy
+895
New +$228K ﹤0.01% 1823
2025
Q2 		– Sell
-316
Closed -$231K – 2023
2025
Q1 		$231K Buy
+316
New +$51.4K ﹤0.01% 1893

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.