Nalls Sherbakoff Group’s Oracle ORCL Stock Holding History

Nalls Sherbakoff 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 Q2	$244K	Buy	1,663 +4	+0.2%	+$725	0.17%	88
2026 Q1	$244K	Sell	1,659 -236	-12%	-$38.4K	0.18%	87
2025 Q4	$369K	Buy	1,895 +152	+9%	+$36.2K	0.27%	58
2025 Q3	$490K	Sell	1,743 -38	-2%	-$9.68K	0.33%	57
2025 Q2	$389K	Buy	1,781 +5	+0.3%	+$807	0.28%	61
2025 Q1	$248K	Buy	+1,776	New	+$289K	0.2%	78
2023 Q4	$210K	Buy	1,989 +4	+0.2%	+$437	0.19%	75
2023 Q3	$210K	Sell	1,985 -196	-9%	-$22.7K	0.2%	67
2023 Q2	$231K	Buy	2,181 +5	+0.2%	+$517	0.23%	63
2023 Q1	$197K	Buy	+2,176	New	+$191K	0.2%	81
2018 Q4	$97K	Buy	+2,152	New	+$103K	0.16%	78

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nalls Sherbakoff Group's ORCL Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Oracle (ORCL) stake by 0.24% in Q2 2026, buying an estimated $725 and bringing the position to 1,663 shares worth $244K. The position accounts for 0.17% of the portfolio, ranked #88.

Nalls Sherbakoff Group first reported a position in ORCL in Q4 2018 and has held it in 11 quarters since. The position peaked at $490K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Nalls Sherbakoff Group held 1,663 shares of Oracle worth $244K as of Q2 2026.
Nalls Sherbakoff Group bought 4 Oracle shares in Q2 2026, an estimated $725.
Oracle made up 0.17% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #88 holding.
Nalls Sherbakoff Group first reported a position in Oracle in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Oracle position peaked at $490K in Q3 2025.
3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.