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Scharf Investments’s Oracle ORCL Stock Holding History

Scharf Investments’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 		$1.45M Sell
9,921
-1,017
-9% -$184K 0.05% 54
2026
Q1 		$1.61M Sell
10,938
-500,656
-98% -$81.4M 0.05% 48
2025
Q4 		$99.7M Sell
511,594
-133,053
-21% -$31.7M 2.68% 18
2025
Q3 		$181M Sell
644,647
-238,625
-27% -$60.8M 4.56% 4
2025
Q2 		$193M Buy
883,272
+41,475
+5% +$6.7M 5.56% 5
2025
Q1 		$118M Sell
841,797
-71,120
-8% -$11.6M 3.56% 13
2024
Q4 		$152M Sell
912,917
-68,448
-7% -$12.2M 4.51% 8
2024
Q3 		$167M Sell
981,365
-328,042
-25% -$47.5M 4.6% 7
2024
Q2 		$185M Sell
1,309,407
-103,617
-7% -$12.9M 5.27% 7
2024
Q1 		$177M Sell
1,413,024
-40,859
-3% -$4.68M 4.81% 9
2023
Q4 		$153M Sell
1,453,883
-35,736
-2% -$3.9M 4.2% 11
2023
Q3 		$158M Buy
1,489,619
+55,704
+4% +$6.45M 4.72% 9
2023
Q2 		$171M Sell
1,433,915
-317,913
-18% -$32.9M 5.12% 7
2023
Q1 		$163M Sell
1,751,828
-211,913
-11% -$18.6M 5.14% 4
2022
Q4 		$161M Sell
1,963,741
-17,140
-0.9% -$1.3M 5.25% 6
2022
Q3 		$121M Buy
1,980,881
+105,445
+6% +$7.72M 4.56% 9
2022
Q2 		$131M Sell
1,875,436
-14,617
-0.8% -$1.07M 4.47% 9
2022
Q1 		$156M Buy
1,890,053
+84,288
+5% +$6.83M 4.64% 9
2021
Q4 		$157M Sell
1,805,765
-102,480
-5% -$9.62M 4.67% 8
2021
Q3 		$166M Sell
1,908,245
-226,524
-11% -$20M 5.25% 7
2021
Q2 		$166M Buy
2,134,769
+61,476
+3% +$4.81M 5.04% 6
2021
Q1 		$145M Buy
2,073,293
+16,866
+0.8% +$1.09M 5.04% 7
2020
Q4 		$133M Sell
2,056,427
-25,359
-1% -$1.51M 5.01% 5
2020
Q3 		$124M Sell
2,081,786
-162,259
-7% -$9.22M 5.35% 5
2020
Q2 		$124M Sell
2,244,045
-38,396
-2% -$2.03M 5.55% 5
2020
Q1 		$110M Sell
2,282,441
-132,013
-5% -$6.81M 5.52% 5
2019
Q4 		$128M Buy
2,414,454
+350,263
+17% +$19.3M 5% 9
2019
Q3 		$114M Sell
2,064,191
-91,485
-4% -$5.05M 4.64% 8
2019
Q2 		$123M Sell
2,155,676
-107,244
-5% -$5.8M 4.84% 7
2019
Q1 		$122M Sell
2,262,920
-322,843
-12% -$16.4M 4.69% 11
2018
Q4 		$117M Sell
2,585,763
-461,810
-15% -$22.1M 4.63% 7
2018
Q3 		$157M Sell
3,047,573
-564,540
-16% -$27.4M 5.47% 3
2018
Q2 		$159M Sell
3,612,113
-845,017
-19% -$38.9M 5.69% 2
2018
Q1 		$204M Sell
4,457,130
-972,272
-18% -$48.3M 5.73% 2
2017
Q4 		$257M Sell
5,429,402
-236,940
-4% -$11.6M 5.82% 2
2017
Q3 		$274M Sell
5,666,342
-145,924
-3% -$7.26M 6.65% 1
2017
Q2 		$291M Sell
5,812,266
-449,956
-7% -$20.5M 6.84% 1
2017
Q1 		$279M Sell
6,262,222
-338,300
-5% -$14.1M 6.68% 2
2016
Q4 		$254M Sell
6,600,522
-240,621
-4% -$9.41M 5.89% 2
2016
Q3 		$269M Sell
6,841,143
-133,574
-2% -$5.44M 6.24% 2
2016
Q2 		$285M Buy
6,974,717
+356,032
+5% +$14.2M 6.42% 1
2016
Q1 		$271M Buy
6,618,685
+1,594,651
+32% +$59M 6.3% 1
2015
Q4 		$184M Buy
5,024,034
+134,820
+3% +$5.15M 4.38% 9
2015
Q3 		$177M Buy
4,889,214
+663,886
+16% +$25.5M 4.64% 6
2015
Q2 		$170M Buy
4,225,328
+255,145
+6% +$11.1M 4.37% 12
2015
Q1 		$171M Buy
3,970,183
+360,046
+10% +$15.6M 4.75% 8
2014
Q4 		$162M Buy
3,610,137
+318,074
+10% +$12.9M 4.88% 4
2014
Q3 		$126M Buy
3,292,063
+521,556
+19% +$21.1M 4.46% 11
2014
Q2 		$112M Buy
2,770,507
+268,528
+11% +$11M 4.36% 12
2014
Q1 		$102M Buy
2,501,979
+62,771
+3% +$2.39M 4.55% 10
2013
Q4 		$93.3M Sell
2,439,208
-18,653
-0.8% -$641K 4.18% 16
2013
Q3 		$81.5M Buy
2,457,861
+25,528
+1% +$828K 3.85% 18
2013
Q2 		$74.7M Buy
+2,432,333
New +$80.7M 4.05% 15

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Scharf Investments's ORCL Position: Q2 2026 in Review

Scharf Investments reduced its Oracle (ORCL) stake by 9.3% in Q2 2026, selling an estimated $184K and leaving 9,921 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #54.

Scharf Investments first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $291M in Q2 2017. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Scharf Investments held 9,921 shares of Oracle worth $1.45M as of Q2 2026.
  • Scharf Investments sold 1,017 Oracle shares in Q2 2026, an estimated $184K.
  • Oracle made up 0.05% of Scharf Investments's portfolio in Q2 2026, its #54 holding.
  • Scharf Investments first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Scharf Investments's Oracle position peaked at $291M in Q2 2017.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.