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Sacks & Associates’s Oracle ORCL Stock Holding History

Sacks & Associates’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

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

Sacks & Associates's ORCL Position: Q2 2026 in Review

Sacks & Associates 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 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. 3,494 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sacks & Associates held 3,609 shares of Oracle worth $469K as of Q2 2026.
  • Sacks & Associates sold 342 Oracle shares in Q2 2026, an estimated $62K.
  • Oracle made up 0.32% of Sacks & Associates's portfolio in Q2 2026, its #56 holding.
  • Sacks & Associates first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Sacks & Associates's Oracle position peaked at $917K in Q4 2025.
  • 3,494 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.