SAM
ORCL icon

Sherman Asset Management’s Oracle ORCL Stock Holding History

Sherman Asset 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 		$2.3M Buy
15,714
+14,660
+1,391% +$2.66M 1.79% 13
2026
Q1 		$155K Buy
1,054
+55
+6% +$8.94K 0.14% 61
2025
Q4 		$195K Sell
999
-14,066
-93% -$3.35M 0.16% 56
2025
Q3 		$4.24M Buy
15,065
+13,940
+1,239% +$3.55M 3.66% 6
2025
Q2 		$246K Hold
1,125
– – 0.22% 50
2025
Q1 		$157K Sell
1,125
-9
-0.8% -$1.47K 0.15% 66
2024
Q4 		$189K Buy
+1,134
New +$201K 0.17% 59

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 $3.38T AUM 44.17% 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

Sherman Asset Management's ORCL Position: Q2 2026 in Review

Sherman Asset Management increased its Oracle (ORCL) stake by 1,391% in Q2 2026, buying an estimated $2.66M and bringing the position to 15,714 shares worth $2.3M. The position accounts for 1.79% of the portfolio, ranked #13.

Sherman Asset Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.24M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sherman Asset Management held 15,714 shares of Oracle worth $2.3M as of Q2 2026.
  • Sherman Asset Management bought 14,660 Oracle shares in Q2 2026, an estimated $2.66M.
  • Oracle made up 1.79% of Sherman Asset Management's portfolio in Q2 2026, its #13 holding.
  • Sherman Asset Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Sherman Asset Management's Oracle position peaked at $4.24M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.