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SACKS & ASSOCIATES, LLC’s Oracle ORCL Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$469K Sell
3,609
-342
-9% -$62K 0.32% 56
2026
Q1 		$581K Sell
3,951
-754
-16% -$123K 0.43% 49
2025
Q4 		$917K Buy
+4,705
New +$1.12M 0.67% 35

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's ORCL Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC reduced its Oracle (ORCL) stake by 8.7% in Q2 2026, selling an estimated $62K and leaving 3,609 shares worth $469K. The position accounts for 0.32% of the portfolio, ranked #56.

SACKS & ASSOCIATES, LLC first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $917K in Q4 2025. 2,164 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 3,609 shares of Oracle worth $469K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC sold 342 Oracle shares in Q2 2026, an estimated $62K.
  • Oracle made up 0.32% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #56 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's Oracle position peaked at $917K in Q4 2025.
  • 2,164 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.