Sanders Morris Harris
ORCL icon

Sanders Morris Harris’s Oracle ORCL Stock Holding History

Sanders Morris Harris’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
Q3 		$4.01M Buy
29,249
+23,499
+409% +$3.32M 0.53% 42
2026
Q2 		$843K Sell
5,750
-23,910
-81% -$4.33M 0.49% 31
2026
Q1 		$4.36M Buy
+29,660
New +$4.82M 0.69% 29
2025
Q4 		– Sell
-19,460
Closed -$5.47M – 222
2025
Q3 		$5.47M Buy
19,460
+18,435
+1,799% +$4.69M 0.72% 20
2025
Q2 		$224K Sell
1,025
-18,460
-95% -$2.98M 0.05% 134
2025
Q1 		$2.76M Hold
19,485
– – 0.43% 42
2024
Q4 		$3.25M Buy
19,485
+25
+0.1% +$4.44K 0.49% 34
2024
Q3 		$3.32M Hold
19,460
– – 0.55% 31
2024
Q2 		$2.75M Hold
19,460
– – 0.45% 39
2024
Q1 		$2.44M Buy
19,460
+1,000
+5% +$114K 0.45% 39
2023
Q4 		$1.93M Sell
18,460
-1,000
-5% -$109K 0.95% 29
2023
Q3 		$2.07M Hold
19,460
– – 0.42% 39
2023
Q2 		$2.28M Buy
+19,460
New +$2.01M 0.51% 27
2023
Q1 		– Sell
-19,460
Closed -$1.59M – 219
2022
Q4 		$1.59M Hold
19,460
– – 0.6% 28
2022
Q3 		$1.22M Hold
19,460
– – 0.3% 51
2022
Q2 		$1.38M Hold
19,460
– – 0.3% 55
2022
Q1 		$1.61M Sell
19,460
-83
-0.4% -$6.72K 0.31% 53
2021
Q4 		$1.71M Buy
19,543
+933
+5% +$87.6K 0.3% 54
2021
Q3 		$1.72M Hold
18,610
– – 0.31% 55
2021
Q2 		$1.55M Hold
18,610
– – 0.3% 68
2021
Q1 		$1.38M Buy
18,610
+150
+0.8% +$9.7K 0.29% 63
2020
Q4 		$1.15M Hold
18,460
– – 0.26% 72
2020
Q3 		$1.13M Buy
+18,460
New +$1.05M 0.31% 68
2020
Q2 		– Sell
-9,784
Closed -$521K – 173
2020
Q1 		$521K Buy
9,784
+1,497
+18% +$77.3K 0.51% 49
2019
Q4 		$447K Buy
8,287
+2,000
+32% +$110K 0.1% 170
2019
Q3 		$332K Buy
6,287
+2,507
+66% +$138K 0.08% 192
2019
Q2 		$219K Buy
+3,780
New +$205K 0.06% 241
2016
Q2 		– Sell
-21,502
Closed -$880K – 306
2016
Q1 		$880K Buy
+21,502
New +$796K 0.15% 133

Other funds holding ORCL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sanders Morris Harris's ORCL Position: Q3 2026 in Review

Sanders Morris Harris increased its Oracle (ORCL) stake by 409% in Q3 2026, buying an estimated $3.32M and bringing the position to 29,249 shares worth $4.01M. The position accounts for 0.53% of the portfolio, ranked #42.

Sanders Morris Harris first reported a position in ORCL in Q1 2016 and has held it in 28 quarters since. The position peaked at $5.47M in Q3 2025. 2,691 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Sanders Morris Harris held 29,249 shares of Oracle worth $4.01M as of Q3 2026.
  • Sanders Morris Harris bought 23,499 Oracle shares in Q3 2026, an estimated $3.32M.
  • Oracle made up 0.53% of Sanders Morris Harris's portfolio in Q3 2026, its #42 holding.
  • Sanders Morris Harris first reported a position in Oracle in Q1 2016 and has held it in 28 quarters since.
  • Sanders Morris Harris's Oracle position peaked at $5.47M in Q3 2025.
  • 2,691 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Sanders Morris Harris's 13F filing for Q3 2026, filed 14 Oct 2026.