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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 		$14.7K Buy
+100
New +$16.3K ﹤0.01% 136

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

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. 3,474 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.
  • 3,474 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.