DLCIG
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D.L. Carlson Investment Group’s Oracle ORCL Stock Holding History

D.L. Carlson Investment Group’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 		– Sell
-2,944
Closed -$574K – 144
2025
Q4 		$574K Sell
2,944
-11,022
-79% -$2.62M 0.1% 101
2025
Q3 		$3.93M Buy
13,966
+484
+4% +$123K 0.66% 36
2025
Q2 		$2.95M Sell
13,482
-327
-2% -$52.8K 0.54% 52
2025
Q1 		$1.93M Sell
13,809
-503
-4% -$81.9K 0.37% 78
2024
Q4 		$2.38M Buy
+14,312
New +$2.54M 0.43% 66

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.L. Carlson Investment Group's ORCL Position: Q1 2026 in Review

D.L. Carlson Investment Group sold out of Oracle (ORCL) in Q1 2026, closing a stake of 2,944 shares — an estimated $574K sold.

D.L. Carlson Investment Group first reported a position in ORCL in Q4 2024 and held it in 5 quarters. The position peaked at $3.93M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • D.L. Carlson Investment Group reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 2,944 Oracle shares in Q1 2026, an estimated $574K.
  • D.L. Carlson Investment Group first reported a position in Oracle in Q4 2024 and held it in 5 quarters.
  • D.L. Carlson Investment Group's Oracle position peaked at $3.93M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.