CD
ORCL icon

Chapin Davis’s Oracle ORCL Stock Holding History

Chapin Davis’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
Q3 		$540K Sell
3,936
-136
-3% -$19.2K 0.1% 137
2026
Q2 		$597K Buy
4,072
+62
+2% +$11.2K 0.11% 133
2026
Q1 		$590K Buy
4,010
+147
+4% +$23.9K 0.13% 140
2025
Q4 		$753K Sell
3,863
-2,272
-37% -$541K 0.18% 108
2025
Q3 		$1.73M Buy
6,135
+2,288
+59% +$583K 0.42% 54
2025
Q2 		$841K Sell
3,847
-119
-3% -$19.2K 0.23% 93
2025
Q1 		$555K Sell
3,966
-175
-4% -$28.5K 0.19% 118
2024
Q4 		$706K Hold
4,141
– – 0.23% 99
2024
Q3 		$706K Hold
4,141
– – 0.23% 100
2024
Q2 		$585K Buy
4,141
+135
+3% +$16.8K 0.2% 114
2024
Q1 		$503K Hold
4,006
– – 0.18% 127
2023
Q4 		$422K Sell
4,006
-100
-2% -$10.9K 0.18% 129
2023
Q3 		$435K Buy
4,106
+197
+5% +$22.8K 0.21% 119
2023
Q2 		$466K Buy
3,909
+484
+14% +$50K 0.22% 119
2023
Q1 		$318K Buy
3,425
+70
+2% +$6.14K 0.16% 143
2022
Q4 		$274K Buy
+3,355
New +$255K 0.16% 147

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Chapin Davis's ORCL Position: Q3 2026 in Review

Chapin Davis reduced its Oracle (ORCL) stake by 3.3% in Q3 2026, selling an estimated $19.2K and leaving 3,936 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #137.

Chapin Davis first reported a position in ORCL in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q3 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Chapin Davis held 3,936 shares of Oracle worth $540K as of Q3 2026.
  • Chapin Davis sold 136 Oracle shares in Q3 2026, an estimated $19.2K.
  • Oracle made up 0.1% of Chapin Davis's portfolio in Q3 2026, its #137 holding.
  • Chapin Davis first reported a position in Oracle in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Oracle position peaked at $1.73M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.