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S&CO Inc’s Oracle ORCL Stock Holding History

S&CO Inc’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 		$358K Buy
2,445
+445
+22% +$80.6K 0.02% 185
2026
Q1 		$294K Buy
2,000
+325
+19% +$52.8K 0.02% 192
2025
Q4 		$326K Buy
1,675
+100
+6% +$23.8K 0.02% 187
2025
Q3 		$442K Buy
+1,575
New +$401K 0.03% 173

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

S&CO Inc's ORCL Position: Q2 2026 in Review

S&CO Inc increased its Oracle (ORCL) stake by 22% in Q2 2026, buying an estimated $80.6K and bringing the position to 2,445 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #185.

S&CO Inc first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $442K in Q3 2025. 2,446 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • S&CO Inc held 2,445 shares of Oracle worth $358K as of Q2 2026.
  • S&CO Inc bought 445 Oracle shares in Q2 2026, an estimated $80.6K.
  • Oracle made up 0.02% of S&CO Inc's portfolio in Q2 2026, its #185 holding.
  • S&CO Inc first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • S&CO Inc's Oracle position peaked at $442K in Q3 2025.
  • 2,446 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.