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Samara Investment Management’s Oracle ORCL Stock Holding History

Samara Investment Management’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 		$891K Sell
6,080
-316
-5% -$57.3K 0.82% 28
2026
Q1 		$941K Buy
+6,396
New +$1.04M 0.98% 27

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

Samara Investment Management's ORCL Position: Q2 2026 in Review

Samara Investment Management reduced its Oracle (ORCL) stake by 4.9% in Q2 2026, selling an estimated $57.3K and leaving 6,080 shares worth $891K. The position accounts for 0.82% of the portfolio, ranked #28.

Samara Investment Management first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $941K in Q1 2026. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Samara Investment Management held 6,080 shares of Oracle worth $891K as of Q2 2026.
  • Samara Investment Management sold 316 Oracle shares in Q2 2026, an estimated $57.3K.
  • Oracle made up 0.82% of Samara Investment Management's portfolio in Q2 2026, its #28 holding.
  • Samara Investment Management first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
  • Samara Investment Management's Oracle position peaked at $941K in Q1 2026.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Samara Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.