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
2024 Q4	–	Sell	-6,000	Closed	-$1.02M	–	107
2024 Q3	$1.02M	Buy	+6,000	New	+$869K	0.41%	52
2023 Q4	–	Sell	-10,000	Closed	-$1.06M	–	97
2023 Q3	$1.06M	Buy	10,000 +5,500	+122%	+$637K	0.58%	39
2023 Q2	$536K	Buy	+4,500	New	+$465K	0.28%	57
2020 Q3	–	Sell	-10,000	Closed	-$553K	–	91
2020 Q2	$553K	Buy	+10,000	New	+$530K	0.31%	52

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.