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DDFG Inc’s Oracle ORCL Stock Holding History

DDFG Inc’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 		$323K Sell
2,204
-5
-0.2% -$906 0.06% 72
2026
Q1 		$325K Buy
2,209
+2
+0.1% +$325 0.07% 66
2025
Q4 		$430K Buy
2,207
+1
+0% +$238 0.09% 57
2025
Q3 		$620K Buy
2,206
+15
+0.7% +$3.82K 0.14% 47
2025
Q2 		$479K Buy
2,191
+3
+0.1% +$484 0.12% 51
2025
Q1 		$306K Buy
2,188
+1
+0% +$163 0.08% 58
2024
Q4 		$364K Sell
2,187
-384
-15% -$68.2K 0.11% 57
2024
Q3 		$438K Buy
2,571
+2
+0.1% +$290 0.13% 55
2024
Q2 		$363K Buy
2,569
+2
+0.1% +$248 0.11% 60
2024
Q1 		$322K Buy
2,567
+3
+0.1% +$343 0.1% 58
2023
Q4 		$270K Buy
2,564
+2
+0.1% +$218 0.09% 60
2023
Q3 		$271K Sell
2,562
-508
-17% -$58.8K 0.1% 59
2023
Q2 		$366K Buy
3,070
+2
+0.1% +$207 0.13% 52
2023
Q1 		$285K Buy
3,068
+3
+0.1% +$263 0.11% 56
2022
Q4 		$251K Buy
+3,065
New +$233K 0.1% 60

Other funds holding ORCL

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DDFG Inc's ORCL Position: Q2 2026 in Review

DDFG Inc reduced its Oracle (ORCL) stake by 0.23% in Q2 2026, selling an estimated $906 and leaving 2,204 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #72.

DDFG Inc first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $620K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • DDFG Inc held 2,204 shares of Oracle worth $323K as of Q2 2026.
  • DDFG Inc sold 5 Oracle shares in Q2 2026, an estimated $906.
  • Oracle made up 0.06% of DDFG Inc's portfolio in Q2 2026, its #72 holding.
  • DDFG Inc first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • DDFG Inc's Oracle position peaked at $620K in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.