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
2022 Q1	–	Sell	-22,500	Closed	-$1.96M	–	83
2021 Q4	$1.96M	Buy	+22,500	New	+$2.11M	0.8%	35
2021 Q1	–	Sell	-10,000	Closed	-$647K	–	116
2020 Q4	$647K	Sell	10,000 -5,000	-33%	-$298K	0.27%	60
2020 Q3	$896K	Sell	15,000 -7,500	-33%	-$426K	0.46%	48
2020 Q2	$1.24M	Buy	+22,500	New	+$1.19M	0.7%	35

Other funds holding ORCL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 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. 3,030 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.
3,030 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.