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Dale Q Rice Investment Management’s Oracle ORCL Stock Holding History

Dale Q Rice Investment 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
Q2 		$290K Buy
+1,979
New +$359K 0.16% 62
2025
Q4 		– Sell
-755
Closed -$224K – 66
2025
Q3 		$224K Buy
+755
New +$192K 0.16% 65
2025
Q2 		– Sell
-1,510
Closed -$211K – 80
2025
Q1 		$211K Buy
+1,510
New +$246K 0.11% 93

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

Dale Q Rice Investment Management's ORCL Position: Q2 2026 in Review

Dale Q Rice Investment Management opened a new position in Oracle (ORCL) in Q2 2026: 1,979 shares worth $290K. The stake represents 0.16% of the portfolio and ranks #62 among its holdings. This is a return to the name: Dale Q Rice Investment Management previously reported a position in ORCL as recently as Q3 2025.

Dale Q Rice Investment Management first reported a position in ORCL in Q1 2025 and has held it in 3 quarters since. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Dale Q Rice Investment Management held 1,979 shares of Oracle worth $290K as of Q2 2026.
  • Oracle was a new Dale Q Rice Investment Management position in Q2 2026.
  • Oracle made up 0.16% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #62 holding.
  • Dale Q Rice Investment Management first reported a position in Oracle in Q1 2025 and has held it in 3 quarters since.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.