ZIM
ORCL icon

Zacks Investment Management’s Oracle ORCL Stock Holding History

Zacks Investment 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 		$23.9M Buy
162,672
+3,751
+2% +$610K 0.19% 115
2025
Q4 		$31M Sell
158,921
-107,490
-40% -$25.6M 0.24% 108
2025
Q3 		$74.9M Buy
266,411
+12,221
+5% +$3.11M 0.6% 45
2025
Q2 		$55.6M Sell
254,190
-2,996
-1% -$484K 0.48% 58
2025
Q1 		$36M Sell
257,186
-333,622
-56% -$54.3M 0.34% 83
2024
Q4 		$98.5M Sell
590,808
-38,724
-6% -$6.88M 0.91% 26
2024
Q3 		$107M Buy
629,532
+141,282
+29% +$20.5M 0.93% 27
2024
Q2 		$68.9M Buy
488,250
+24,603
+5% +$3.06M 0.78% 35
2024
Q1 		$58.2M Buy
463,647
+25,141
+6% +$2.88M 0.62% 43
2023
Q4 		$46.2M Buy
438,506
+288,215
+192% +$31.5M 0.57% 52
2023
Q3 		$15.9M Buy
150,291
+4,622
+3% +$535K 0.21% 114
2023
Q2 		$17.3M Buy
145,669
+49,705
+52% +$5.14M 0.22% 110
2023
Q1 		$8.92M Buy
95,964
+5,218
+6% +$458K 0.12% 144
2022
Q4 		$7.42M Buy
90,746
+81,891
+925% +$6.22M 0.1% 161
2022
Q3 		$540K Buy
8,855
+297
+3% +$21.7K 0.01% 416
2022
Q2 		$598K Buy
8,558
+797
+10% +$58.3K 0.01% 407
2022
Q1 		$642K Sell
7,761
-283
-4% -$22.9K 0.01% 413
2021
Q4 		$701K Hold
8,044
– – 0.01% 414
2021
Q3 		$701K Buy
8,044
+338
+4% +$29.9K 0.01% 415
2021
Q2 		$600K Buy
7,706
+3,332
+76% +$261K 0.01% 425
2021
Q1 		$307K Buy
+4,374
New +$283K 0.01% 459
2015
Q2 		– Sell
-42,713
Closed -$1.84M – 697
2015
Q1 		$1.84M Sell
42,713
-21,921
-34% -$950K 0.06% 193
2014
Q4 		$2.91M Buy
64,634
+3,396
+6% +$138K 0.09% 165
2014
Q3 		$2.34M Buy
61,238
+53,023
+645% +$2.15M 0.08% 167
2014
Q2 		$333K Sell
8,215
-60,893
-88% -$2.51M 0.01% 543
2014
Q1 		$2.83M Buy
69,108
+2,191
+3% +$83.4K 0.1% 161
2013
Q4 		$2.56M Buy
66,917
+4,472
+7% +$154K 0.1% 166
2013
Q3 		$2.07M Sell
62,445
-7,461
-11% -$242K 0.09% 172
2013
Q2 		$2.15M Buy
+69,906
New +$2.32M 0.1% 164

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

Zacks Investment Management's ORCL Position: Q1 2026 in Review

Zacks Investment Management increased its Oracle (ORCL) stake by 2.4% in Q1 2026, buying an estimated $610K and bringing the position to 162,672 shares worth $23.9M. The position accounts for 0.19% of the portfolio, ranked #115.

Zacks Investment Management first reported a position in ORCL in Q2 2013 and has held it in 29 quarters since. The position peaked at $107M in Q3 2024. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Zacks Investment Management held 162,672 shares of Oracle worth $23.9M as of Q1 2026.
  • Zacks Investment Management bought 3,751 Oracle shares in Q1 2026, an estimated $610K.
  • Oracle made up 0.19% of Zacks Investment Management's portfolio in Q1 2026, its #115 holding.
  • Zacks Investment Management first reported a position in Oracle in Q2 2013 and has held it in 29 quarters since.
  • Zacks Investment Management's Oracle position peaked at $107M in Q3 2024.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.