Zuckerman Investment Group’s Oracle ORCL Stock Holding History

Zuckerman Investment Group’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	$1.36M	Buy	9,244 +365	+4%	+$59.3K	0.13%	64
2025 Q4	$1.73M	Buy	8,879 +608	+7%	+$145K	0.15%	61
2025 Q3	$2.33M	Buy	8,271 +352	+4%	+$89.6K	0.22%	56
2025 Q2	$1.73M	Hold	7,919	–	–	0.17%	65
2025 Q1	$1.11M	Hold	7,919	–	–	0.12%	75
2024 Q4	$1.34M	Sell	7,919 -26	-0.3%	-$4.62K	0.13%	74
2024 Q3	$1.35M	Buy	7,945 +68	+0.9%	+$9.85K	0.14%	67
2024 Q2	$1.11M	Hold	7,877	–	–	0.13%	68
2024 Q1	$989K	Hold	7,877	–	–	0.11%	70
2023 Q4	$830K	Hold	7,877	–	–	0.11%	72
2023 Q3	$834K	Hold	7,877	–	–	0.12%	63
2023 Q2	$938K	Hold	7,877	–	–	0.13%	62
2023 Q1	$732K	Hold	7,877	–	–	0.11%	66
2022 Q4	$644K	Hold	7,877	–	–	0.1%	69
2022 Q3	$481K	Buy	+7,877	New	+$577K	0.09%	70

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zuckerman Investment Group's ORCL Position: Q1 2026 in Review

Zuckerman Investment Group increased its Oracle (ORCL) stake by 4.1% in Q1 2026, buying an estimated $59.3K and bringing the position to 9,244 shares worth $1.36M. The position accounts for 0.13% of the portfolio, ranked #64.

Zuckerman Investment Group first reported a position in ORCL in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.33M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Zuckerman Investment Group held 9,244 shares of Oracle worth $1.36M as of Q1 2026.
Zuckerman Investment Group bought 365 Oracle shares in Q1 2026, an estimated $59.3K.
Oracle made up 0.13% of Zuckerman Investment Group's portfolio in Q1 2026, its #64 holding.
Zuckerman Investment Group first reported a position in Oracle in Q3 2022 and has held it in 15 quarters since.
Zuckerman Investment Group's Oracle position peaked at $2.33M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.