D.A. Davidson & Co
ORCL icon

D.A. Davidson & Co’s Oracle ORCL Stock Holding History

D.A. Davidson & Co’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 		$120 Hold
2
– – ﹤0.01% 1604
2026
Q2 		$904 Hold
2
– – ﹤0.01% 1589
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

D.A. Davidson & Co's ORCL Position: Q3 2026 in Review

D.A. Davidson & Co reduced its Oracle (ORCL) stake by 2.2% in Q3 2026, selling an estimated $413K and leaving 132,759 shares worth $18.2M. The position accounts for 0.1% of the portfolio, ranked #162.

D.A. Davidson & Co first reported a position in ORCL in Q2 2013 and has held it in 54 quarters since. The position peaked at $33.4M in Q3 2025. 2,777 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • D.A. Davidson & Co held 132,759 shares of Oracle worth $18.2M as of Q3 2026.
  • D.A. Davidson & Co sold 2,927 Oracle shares in Q3 2026, an estimated $413K.
  • Oracle made up 0.1% of D.A. Davidson & Co's portfolio in Q3 2026, its #162 holding.
  • D.A. Davidson & Co first reported a position in Oracle in Q2 2013 and has held it in 54 quarters since.
  • D.A. Davidson & Co's Oracle position peaked at $33.4M in Q3 2025.
  • 2,777 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.