DCF Advisers’s Oracle ORCL Stock Holding History

DCF Advisers’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 Q3	$3.98M	Sell	29,000 -1,500	-5%	-$212K	0.9%	24
2026 Q2	$4.47M	Buy	30,500 +2,000	+7%	+$362K	0.79%	25
2026 Q1	$4.19M	Hold	28,500	–	–	1.12%	24
2025 Q4	$5.55M	Sell	28,500 -500	-2%	-$119K	1.49%	18
2025 Q3	$8.16M	Sell	29,000 -4,500	-13%	-$1.15M	2.62%	6
2025 Q2	$7.32M	Sell	33,500 -3,000	-8%	-$484K	3.39%	5
2025 Q1	$5.1M	Hold	36,500	–	–	2.44%	12
2024 Q4	$6.08M	Buy	36,500 +1,500	+4%	+$266K	2.94%	7
2024 Q3	$5.96M	Sell	35,000 -1,750	-5%	-$253K	2.38%	11
2024 Q2	$5.19M	Sell	36,750 -4,000	-10%	-$497K	2.67%	9
2024 Q1	$5.12M	Sell	40,750 -3,250	-7%	-$372K	2.52%	11
2023 Q4	$4.64M	Buy	44,000 +1,500	+4%	+$164K	2.52%	11
2023 Q3	$4.5M	Sell	42,500 -500	-1%	-$57.9K	2.45%	10
2023 Q2	$5.12M	Hold	43,000	–	–	2.71%	10
2023 Q1	$4M	Hold	43,000	–	–	2.45%	11
2022 Q4	$3.51M	Buy	43,000 +4,000	+10%	+$304K	2.38%	14
2022 Q3	$2.38M	Hold	39,000	–	–	1.54%	23
2022 Q2	$2.72M	Hold	39,000	–	–	1.62%	19
2022 Q1	$3.23M	Sell	39,000 -3,500	-8%	-$283K	1.41%	20
2021 Q4	$3.71M	Buy	42,500 +2,500	+6%	+$235K	1.5%	18
2021 Q3	$3.48M	Sell	40,000 -22,500	-36%	-$1.99M	1.54%	20
2021 Q2	$4.86M	Sell	62,500 -42,500	-40%	-$3.33M	1.72%	17
2021 Q1	$7.37M	Buy	105,000 +13,000	+14%	+$842K	3.2%	6
2020 Q4	$5.95M	Buy	92,000 +7,000	+8%	+$417K	2.46%	11
2020 Q3	$5.08M	Hold	85,000	–	–	2.6%	12
2020 Q2	$4.7M	Hold	85,000	–	–	2.63%	12
2020 Q1	$4.11M	Buy	85,000 +20,000	+31%	+$1.03M	2.69%	9
2019 Q4	$3.44M	Buy	+65,000	New	+$3.58M	2.18%	17

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DCF Advisers's ORCL Position: Q3 2026 in Review

DCF Advisers reduced its Oracle (ORCL) stake by 4.9% in Q3 2026, selling an estimated $212K and leaving 29,000 shares worth $3.98M. The position accounts for 0.9% of the portfolio, ranked #24.

DCF Advisers first reported a position in ORCL in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.16M in Q3 2025. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

DCF Advisers held 29,000 shares of Oracle worth $3.98M as of Q3 2026.
DCF Advisers sold 1,500 Oracle shares in Q3 2026, an estimated $212K.
Oracle made up 0.9% of DCF Advisers's portfolio in Q3 2026, its #24 holding.
DCF Advisers first reported a position in Oracle in Q4 2019 and has held it in 28 quarters since.
DCF Advisers's Oracle position peaked at $8.16M in Q3 2025.
2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on DCF Advisers's 13F filing for Q3 2026, filed 4 Nov 2026.