Dakota Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.53M | Sell |
65,055
-3,950
| -6% | -$716K | 0.18% | 115 |
|
|
2026
Q1 | $10.2M | Sell |
69,005
-5,838
| -8% | -$949K | 0.22% | 103 |
|
|
2025
Q4 | $14.6M | Sell |
74,843
-28,662
| -28% | -$6.82M | 0.26% | 75 |
|
|
2025
Q3 | $29.1M | Sell |
103,505
-47,876
| -32% | -$12.2M | 0.59% | 38 |
|
|
2025
Q2 | $33.1M | Buy |
151,381
+10,218
| +7% | +$1.65M | 0.7% | 30 |
|
|
2025
Q1 | $19.7M | Buy |
141,163
+7,324
| +5% | +$1.19M | 0.46% | 44 |
|
|
2024
Q4 | $22.3M | Buy |
133,839
+6,200
| +5% | +$1.1M | 0.51% | 41 |
|
|
2024
Q3 | $21.7M | Buy |
127,639
+9,812
| +8% | +$1.42M | 0.49% | 41 |
|
|
2024
Q2 | $16.6M | Buy |
117,827
+6,286
| +6% | +$781K | 0.39% | 46 |
|
|
2024
Q1 | $14M | Buy |
111,541
+18,622
| +20% | +$2.13M | 0.35% | 65 |
|
|
2023
Q4 | $9.8M | Buy |
92,919
+33,274
| +56% | +$3.63M | 0.38% | 76 |
|
|
2023
Q3 | $6.32M | Buy |
59,645
+851
| +1% | +$98.5K | 0.28% | 93 |
|
|
2023
Q2 | $7M | Buy |
58,794
+5,785
| +11% | +$598K | 0.33% | 79 |
|
|
2023
Q1 | $4.93M | Sell |
53,009
-9,463
| -15% | -$830K | 0.33% | 79 |
|
|
2022
Q4 | $5.11M | Sell |
62,472
-5,954
| -9% | -$452K | 0.36% | 68 |
|
|
2022
Q3 | $4.18M | Buy |
68,426
+11,001
| +19% | +$805K | 0.34% | 73 |
|
|
2022
Q2 | $4.01M | Sell |
57,425
-25,435
| -31% | -$1.86M | 0.37% | 78 |
|
|
2022
Q1 | $6.86M | Sell |
82,860
-49,360
| -37% | -$4M | 0.56% | 43 |
|
|
2021
Q4 | $11.5M | Sell |
132,220
-1,164
| -0.9% | -$109K | 1.22% | 15 |
|
|
2021
Q3 | $11.6M | Buy |
133,384
+1,287
| +1% | +$114K | 1.34% | 12 |
|
|
2021
Q2 | $10.3M | Buy |
132,097
+12,875
| +11% | +$1.01M | 1.22% | 14 |
|
|
2021
Q1 | $8.37M | Buy |
+119,222
| New | +$7.72M | 1.1% | 22 |
|
|
2020
Q1 | – | Sell |
-3,952
| Closed | -$209K | – | 312 |
|
|
2019
Q4 | $209K | Sell |
3,952
-3,751
| -49% | -$206K | 0.03% | 286 |
|
|
2019
Q3 | $424K | Buy |
7,703
+781
| +11% | +$43.1K | 0.07% | 196 |
|
|
2019
Q2 | $394K | Sell |
6,922
-1,003
| -13% | -$54.3K | 0.08% | 195 |
|
|
2019
Q1 | $425K | Buy |
7,925
+148
| +2% | +$7.54K | 0.08% | 201 |
|
|
2018
Q4 | $370K | Sell |
7,777
-283
| -4% | -$13.6K | 0.08% | 191 |
|
|
2018
Q3 | $415K | Sell |
8,060
-4,385
| -35% | -$213K | 0.09% | 171 |
|
|
2018
Q2 | $548K | Buy |
+12,445
| New | +$573K | 0.15% | 116 |
|
Other funds holding ORCL
Dakota Wealth Management's ORCL Position: Q2 2026 in Review
Dakota Wealth Management reduced its Oracle (ORCL) stake by 5.7% in Q2 2026, selling an estimated $716K and leaving 65,055 shares worth $9.53M. The position accounts for 0.18% of the portfolio, ranked #115.
Dakota Wealth Management first reported a position in ORCL in Q2 2018 and has held it in 29 quarters since. The position peaked at $33.1M in Q2 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Dakota Wealth Management held 65,055 shares of Oracle worth $9.53M as of Q2 2026.
- Dakota Wealth Management sold 3,950 Oracle shares in Q2 2026, an estimated $716K.
- Oracle made up 0.18% of Dakota Wealth Management's portfolio in Q2 2026, its #115 holding.
- Dakota Wealth Management first reported a position in Oracle in Q2 2018 and has held it in 29 quarters since.
- Dakota Wealth Management's Oracle position peaked at $33.1M in Q2 2025.
- 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.