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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sherman Asset Management's ORCL Position: Q1 2026 in Review

Sherman Asset Management increased its Oracle (ORCL) stake by 5.5% in Q1 2026, buying an estimated $8.94K and bringing the position to 1,054 shares worth $155K. The position accounts for 0.14% of the portfolio, ranked #61.

Sherman Asset Management first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.24M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Sherman Asset Management held 1,054 shares of Oracle worth $155K as of Q1 2026.
  • Sherman Asset Management bought 55 Oracle shares in Q1 2026, an estimated $8.94K.
  • Oracle made up 0.14% of Sherman Asset Management's portfolio in Q1 2026, its #61 holding.
  • Sherman Asset Management first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Sherman Asset Management's Oracle position peaked at $4.24M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.