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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
Q2 		$14.7K Hold
100
– – ﹤0.01% 139
2026
Q1 		$14.7K Buy
+100
New +$16.3K ﹤0.01% 136

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zuckerman Investment Group's ORCL Position: Q2 2026 in Review

Zuckerman Investment Group increased its Oracle (ORCL) stake by 8.5% in Q2 2026, buying an estimated $143K and bringing the position to 10,033 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #68.

Zuckerman Investment Group first reported a position in ORCL in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.33M in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Zuckerman Investment Group held 10,033 shares of Oracle worth $1.47M as of Q2 2026.
  • Zuckerman Investment Group bought 789 Oracle shares in Q2 2026, an estimated $143K.
  • Oracle made up 0.12% of Zuckerman Investment Group's portfolio in Q2 2026, its #68 holding.
  • Zuckerman Investment Group first reported a position in Oracle in Q3 2022 and has held it in 16 quarters since.
  • Zuckerman Investment Group's Oracle position peaked at $2.33M in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.