DBRC
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D.B. Root & Company’s Oracle ORCL Stock Holding History

D.B. Root & Company’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 		$285K Buy
1,943
+88
+5% +$15.9K 0.06% 168
2026
Q1 		$273K Buy
1,855
+259
+16% +$42.1K 0.07% 162
2025
Q4 		$311K Sell
1,596
-423
-21% -$101K 0.08% 149
2025
Q3 		$568K Buy
2,019
+915
+83% +$233K 0.14% 97
2025
Q2 		$241K Buy
+1,104
New +$178K 0.07% 166

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

D.B. Root & Company's ORCL Position: Q2 2026 in Review

D.B. Root & Company increased its Oracle (ORCL) stake by 4.7% in Q2 2026, buying an estimated $15.9K and bringing the position to 1,943 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #168.

D.B. Root & Company first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $568K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • D.B. Root & Company held 1,943 shares of Oracle worth $285K as of Q2 2026.
  • D.B. Root & Company bought 88 Oracle shares in Q2 2026, an estimated $15.9K.
  • Oracle made up 0.06% of D.B. Root & Company's portfolio in Q2 2026, its #168 holding.
  • D.B. Root & Company first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • D.B. Root & Company's Oracle position peaked at $568K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.