Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$845 Sell
2
-1
-33% -$163 ﹤0.01% 1560
2025
Q4
$4.2K Buy
+3
New +$714 ﹤0.01% 1513

Other funds holding ORCL

D.A. Davidson & Co's ORCL Position: Q1 2026 in Review

D.A. Davidson & Co increased its Oracle (ORCL) stake by 4.6% in Q1 2026, buying an estimated $918K and bringing the position to 127,823 shares worth $18.8M. The position accounts for 0.11% of the portfolio, ranked #142.

D.A. Davidson & Co first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.4M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • D.A. Davidson & Co held 127,823 shares of Oracle worth $18.8M as of Q1 2026.
  • D.A. Davidson & Co bought 5,649 Oracle shares in Q1 2026, an estimated $918K.
  • Oracle made up 0.11% of D.A. Davidson & Co's portfolio in Q1 2026, its #142 holding.
  • D.A. Davidson & Co first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • D.A. Davidson & Co's Oracle position peaked at $33.4M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.