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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DCF Advisers's ORCL Position: Q2 2026 in Review

DCF Advisers increased its Oracle (ORCL) stake by 7% in Q2 2026, buying an estimated $362K and bringing the position to 30,500 shares worth $4.47M. The position accounts for 0.79% of the portfolio, ranked #25.

DCF Advisers first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.16M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

DCF Advisers held 30,500 shares of Oracle worth $4.47M as of Q2 2026.
DCF Advisers bought 2,000 Oracle shares in Q2 2026, an estimated $362K.
Oracle made up 0.79% of DCF Advisers's portfolio in Q2 2026, its #25 holding.
DCF Advisers first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
DCF Advisers's Oracle position peaked at $8.16M in Q3 2025.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on DCF Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.