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Allen Investment Management’s Oracle ORCL Stock Holding History

Allen Investment Management’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 		$1.98M Buy
13,537
+51
+0.4% +$9.24K 0.02% 128
2026
Q1 		$1.98M Buy
13,486
+320
+2% +$52K 0.02% 124
2025
Q4 		$2.57M Buy
13,166
+6,717
+104% +$1.6M 0.03% 117
2025
Q3 		$1.81M Hold
6,449
– – 0.02% 119
2025
Q2 		$1.41M Hold
6,449
– – 0.02% 125
2025
Q1 		$902K Hold
6,449
– – 0.01% 141
2024
Q4 		$1.07M Sell
6,449
-347
-5% -$61.6K 0.01% 136
2024
Q3 		$1.16M Buy
6,796
+3,133
+86% +$454K 0.01% 140
2024
Q2 		$517K Buy
+3,663
New +$455K 0.01% 167
2017
Q2 		– Sell
-433,031
Closed -$19.3M – 227
2017
Q1 		$19.3M Sell
433,031
-85,585
-17% -$3.56M 0.99% 27
2016
Q4 		$19.9M Sell
518,616
-4,292
-0.8% -$168K 1.19% 23
2016
Q3 		$20.5M Sell
522,908
-4,353
-0.8% -$177K 1.31% 21
2016
Q2 		$21.6M Sell
527,261
-24,039
-4% -$960K 1.5% 23
2016
Q1 		$22.6M Sell
551,300
-14,954
-3% -$553K 1.77% 20
2015
Q4 		$20.7M Sell
566,254
-45,730
-7% -$1.75M 1.73% 22
2015
Q3 		$22.1M Sell
611,984
-131,945
-18% -$5.07M 2.12% 17
2015
Q2 		$30M Sell
743,929
-16,112
-2% -$699K 2.85% 12
2015
Q1 		$32.8M Buy
760,041
+113,068
+17% +$4.9M 2.4% 13
2014
Q4 		$29.1M Buy
646,973
+87,203
+16% +$3.55M 2.2% 16
2014
Q3 		$21.4M Buy
559,770
+228,374
+69% +$9.25M 1.78% 19
2014
Q2 		$13.4M Buy
331,396
+292,079
+743% +$12M 1.41% 32
2014
Q1 		$1.61M Buy
+39,317
New +$1.5M 0.25% 62

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

Allen Investment Management's ORCL Position: Q2 2026 in Review

Allen Investment Management increased its Oracle (ORCL) stake by 0.38% in Q2 2026, buying an estimated $9.24K and bringing the position to 13,537 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #128.

Allen Investment Management first reported a position in ORCL in Q1 2014 and has held it in 22 quarters since. The position peaked at $32.8M in Q1 2015. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Allen Investment Management held 13,537 shares of Oracle worth $1.98M as of Q2 2026.
  • Allen Investment Management bought 51 Oracle shares in Q2 2026, an estimated $9.24K.
  • Oracle made up 0.02% of Allen Investment Management's portfolio in Q2 2026, its #128 holding.
  • Allen Investment Management first reported a position in Oracle in Q1 2014 and has held it in 22 quarters since.
  • Allen Investment Management's Oracle position peaked at $32.8M in Q1 2015.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.