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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.B. Root & Company's ORCL Position: Q1 2026 in Review

D.B. Root & Company increased its Oracle (ORCL) stake by 16% in Q1 2026, buying an estimated $42.1K and bringing the position to 1,855 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #162.

D.B. Root & Company first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $568K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • D.B. Root & Company held 1,855 shares of Oracle worth $273K as of Q1 2026.
  • D.B. Root & Company bought 259 Oracle shares in Q1 2026, an estimated $42.1K.
  • Oracle made up 0.07% of D.B. Root & Company's portfolio in Q1 2026, its #162 holding.
  • D.B. Root & Company first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • D.B. Root & Company's Oracle position peaked at $568K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.