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Dakota Wealth Management’s Oracle ORCL Stock Holding History

Dakota Wealth Management’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 		$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

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

Dakota Wealth Management's ORCL Position: Q1 2026 in Review

Dakota Wealth Management reduced its Oracle (ORCL) stake by 7.8% in Q1 2026, selling an estimated $949K and leaving 69,005 shares worth $10.2M. The position accounts for 0.22% of the portfolio, ranked #103.

Dakota Wealth Management first reported a position in ORCL in Q2 2018 and has held it in 28 quarters since. The position peaked at $33.1M in Q2 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Dakota Wealth Management held 69,005 shares of Oracle worth $10.2M as of Q1 2026.
  • Dakota Wealth Management sold 5,838 Oracle shares in Q1 2026, an estimated $949K.
  • Oracle made up 0.22% of Dakota Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Dakota Wealth Management first reported a position in Oracle in Q2 2018 and has held it in 28 quarters since.
  • Dakota Wealth Management's Oracle position peaked at $33.1M in Q2 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.