ZIG
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Zullo Investment Group’s Oracle ORCL Stock Holding History

Zullo 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 		$342K Sell
2,331
-97
-4% -$17.6K 0.12% 118
2026
Q1 		$357K Buy
2,428
+62
+3% +$10.1K 0.14% 109
2025
Q4 		$461K Buy
2,366
+8
+0.3% +$1.91K 0.17% 97
2025
Q3 		$663K Sell
2,358
-3
-0.1% -$764 0.25% 74
2025
Q2 		$516K Buy
2,361
+30
+1% +$4.84K 0.21% 89
2025
Q1 		$326K Buy
2,331
+133
+6% +$21.7K 0.14% 113
2024
Q4 		$366K Buy
2,198
+72
+3% +$12.8K 0.15% 101
2024
Q3 		$362K Sell
2,126
-47
-2% -$6.81K 0.15% 106
2024
Q2 		$307K Buy
2,173
+20
+0.9% +$2.48K 0.13% 116
2024
Q1 		$270K Sell
2,153
-30
-1% -$3.43K 0.13% 127
2023
Q4 		$230K Buy
2,183
+26
+1% +$2.84K 0.12% 132
2023
Q3 		$229K Buy
2,157
+323
+18% +$37.4K 0.13% 122
2023
Q2 		$218K Buy
+1,834
New +$190K 0.12% 126
2023
Q1 		– Sell
-1,813
Closed -$148K – 521
2022
Q4 		$148K Sell
1,813
-54
-3% -$4.1K 0.09% 162
2022
Q3 		$114K Sell
1,867
-5
-0.3% -$366 0.07% 189
2022
Q2 		$131K Sell
1,872
-8
-0.4% -$586 0.08% 180
2022
Q1 		$156K Buy
1,880
+17
+0.9% +$1.38K 0.08% 182
2021
Q4 		$162K Buy
+1,863
New +$175K 0.08% 180

Other funds holding ORCL

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Zullo Investment Group reduced its Oracle (ORCL) stake by 4% in Q2 2026, selling an estimated $17.6K and leaving 2,331 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #118.

Zullo Investment Group first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $663K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Zullo Investment Group held 2,331 shares of Oracle worth $342K as of Q2 2026.
  • Zullo Investment Group sold 97 Oracle shares in Q2 2026, an estimated $17.6K.
  • Oracle made up 0.12% of Zullo Investment Group's portfolio in Q2 2026, its #118 holding.
  • Zullo Investment Group first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's Oracle position peaked at $663K in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.