Zacks Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $44.3M | Buy |
302,214
+139,542
| +86% | +$25.3M | 0.31% | 82 |
|
|
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
Zacks Investment Management's ORCL Position: Q2 2026 in Review
Zacks Investment Management increased its Oracle (ORCL) stake by 86% in Q2 2026, buying an estimated $25.3M and bringing the position to 302,214 shares worth $44.3M. The position accounts for 0.31% of the portfolio, ranked #82.
Zacks Investment Management first reported a position in ORCL in Q2 2013 and has held it in 30 quarters since. The position peaked at $107M in Q3 2024. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Zacks Investment Management held 302,214 shares of Oracle worth $44.3M as of Q2 2026.
- Zacks Investment Management bought 139,542 Oracle shares in Q2 2026, an estimated $25.3M.
- Oracle made up 0.31% of Zacks Investment Management's portfolio in Q2 2026, its #82 holding.
- Zacks Investment Management first reported a position in Oracle in Q2 2013 and has held it in 30 quarters since.
- Zacks Investment Management's Oracle position peaked at $107M in Q3 2024.
- 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.