SMH
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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
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 		$1.23M 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% +$9.71K 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Sanders Morris Harris's ORCL Position: Q2 2026 in Review

Sanders Morris Harris reduced its Oracle (ORCL) stake by 81% in Q2 2026, selling an estimated $4.33M and leaving 5,750 shares worth $843K. The position accounts for 0.49% of the portfolio, ranked #31.

Sanders Morris Harris first reported a position in ORCL in Q1 2016 and has held it in 27 quarters since. The position peaked at $5.47M in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sanders Morris Harris held 5,750 shares of Oracle worth $843K as of Q2 2026.
  • Sanders Morris Harris sold 23,910 Oracle shares in Q2 2026, an estimated $4.33M.
  • Oracle made up 0.49% of Sanders Morris Harris's portfolio in Q2 2026, its #31 holding.
  • Sanders Morris Harris first reported a position in Oracle in Q1 2016 and has held it in 27 quarters since.
  • Sanders Morris Harris's Oracle position peaked at $5.47M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.