Samalin Investment Counsel’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$679K Buy
4,634
+909
+24% +$165K 0.21% 120
2026
Q1
$548K Buy
3,725
+487
+15% +$79.2K 0.19% 151
2025
Q4
$631K Sell
3,238
-79
-2% -$18.8K 0.22% 132
2025
Q3
$933K Buy
3,317
+149
+5% +$37.9K 0.32% 86
2025
Q2
$693K Sell
3,168
-493
-13% -$79.6K 0.27% 112
2025
Q1
$512K Buy
+3,661
New +$596K 0.21% 158
2020
Q1
Sell
-521
Closed -$27K 413
2019
Q4
$27K Buy
+521
New +$28.7K 0.02% 348

Other funds holding ORCL

Samalin Investment Counsel's ORCL Position: Q2 2026 in Review

Samalin Investment Counsel increased its Oracle (ORCL) stake by 24% in Q2 2026, buying an estimated $165K and bringing the position to 4,634 shares worth $679K. The position accounts for 0.21% of the portfolio, ranked #120.

Samalin Investment Counsel first reported a position in ORCL in Q4 2019 and has held it in 7 quarters since. The position peaked at $933K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Samalin Investment Counsel held 4,634 shares of Oracle worth $679K as of Q2 2026.
  • Samalin Investment Counsel bought 909 Oracle shares in Q2 2026, an estimated $165K.
  • Oracle made up 0.21% of Samalin Investment Counsel's portfolio in Q2 2026, its #120 holding.
  • Samalin Investment Counsel first reported a position in Oracle in Q4 2019 and has held it in 7 quarters since.
  • Samalin Investment Counsel's Oracle position peaked at $933K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.