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Diversified Management’s Oracle ORCL Stock Holding History

Diversified Management’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 		$607K Sell
4,419
-488
-10% -$68.9K 0.11% 149
2026
Q2 		$719K Sell
4,907
-1,538
-24% -$279K 0.15% 76
2026
Q1 		$948K Buy
6,445
+1,667
+35% +$271K 0.16% 130
2025
Q4 		$931K Buy
+4,778
New +$1.14M 0.22% 61

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Diversified Management's ORCL Position: Q3 2026 in Review

Diversified Management reduced its Oracle (ORCL) stake by 9.9% in Q3 2026, selling an estimated $68.9K and leaving 4,419 shares worth $607K. The position accounts for 0.11% of the portfolio, ranked #149.

Diversified Management first reported a position in ORCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $948K in Q1 2026. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Diversified Management held 4,419 shares of Oracle worth $607K as of Q3 2026.
  • Diversified Management sold 488 Oracle shares in Q3 2026, an estimated $68.9K.
  • Oracle made up 0.11% of Diversified Management's portfolio in Q3 2026, its #149 holding.
  • Diversified Management first reported a position in Oracle in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's Oracle position peaked at $948K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.