Diversified Portfolios Inc’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $317K | Sell |
2,155
-1,370
| -39% | -$223K | 0.03% | 148 |
|
|
2025
Q4 | $687K | Buy |
3,525
+189
| +6% | +$45K | 0.06% | 113 |
|
|
2025
Q3 | $938K | Buy |
3,336
+1,358
| +69% | +$346K | 0.08% | 91 |
|
|
2025
Q2 | $432K | Buy |
1,978
+355
| +22% | +$57.3K | 0.04% | 124 |
|
|
2025
Q1 | $227K | Sell |
1,623
-161
| -9% | -$26.2K | 0.02% | 139 |
|
|
2024
Q4 | $297K | Buy |
1,784
+161
| +10% | +$28.6K | 0.03% | 129 |
|
|
2024
Q3 | $277K | Buy |
1,623
+7
| +0.4% | +$1.01K | 0.03% | 125 |
|
|
2024
Q2 | $228K | Hold |
1,616
| – | – | 0.03% | 127 |
|
|
2024
Q1 | $203K | Buy |
+1,616
| New | +$185K | 0.03% | 125 |
|
|
2022
Q2 | – | Sell |
-2,634
| Closed | -$218K | – | 143 |
|
|
2022
Q1 | $218K | Hold |
2,634
| – | – | 0.05% | 131 |
|
|
2021
Q4 | $230K | Hold |
2,634
| – | – | 0.06% | 122 |
|
|
2021
Q3 | $230K | Hold |
2,634
| – | – | 0.06% | 108 |
|
|
2021
Q2 | $205K | Sell |
2,634
-1,616
| -38% | -$126K | 0.08% | 103 |
|
|
2021
Q1 | $298K | Hold |
4,250
| – | – | 0.1% | 80 |
|
|
2020
Q4 | $275K | Hold |
4,250
| – | – | 0.1% | 79 |
|
|
2020
Q3 | $254K | Hold |
4,250
| – | – | 0.11% | 63 |
|
|
2020
Q2 | $235K | Hold |
4,250
| – | – | 0.11% | 55 |
|
|
2020
Q1 | $205K | Hold |
4,250
| – | – | 0.11% | 53 |
|
|
2019
Q4 | $225K | Hold |
4,250
| – | – | 0.11% | 60 |
|
|
2019
Q3 | $234K | Hold |
4,250
| – | – | 0.12% | 54 |
|
|
2019
Q2 | $242K | Hold |
4,250
| – | – | 0.13% | 47 |
|
|
2019
Q1 | $228K | Buy |
+4,250
| New | +$217K | 0.13% | 50 |
|
|
2017
Q3 | – | Sell |
-7,160
| Closed | -$359K | – | 54 |
|
|
2017
Q2 | $359K | Hold |
7,160
| – | – | 0.21% | 32 |
|
|
2017
Q1 | $319K | Buy |
+7,160
| New | +$298K | 0.19% | 34 |
|
|
2016
Q4 | – | Sell |
-5,162
| Closed | -$203K | – | 48 |
|
|
2016
Q3 | $203K | Hold |
5,162
| – | – | 0.13% | 43 |
|
|
2016
Q2 | $211K | Hold |
5,162
| – | – | 0.13% | 47 |
|
|
2016
Q1 | $211K | Sell |
5,162
-805
| -13% | -$29.8K | 0.13% | 49 |
|
|
2015
Q4 | $218K | Hold |
5,967
| – | – | 0.14% | 45 |
|
|
2015
Q3 | $216K | Hold |
5,967
| – | – | 0.14% | 49 |
|
|
2015
Q2 | $234K | Hold |
5,967
| – | – | 0.15% | 45 |
|
|
2015
Q1 | $257K | Hold |
5,967
| – | – | 0.16% | 41 |
|
|
2014
Q4 | $268K | Buy |
+5,967
| New | +$243K | 0.16% | 63 |
|
Other funds holding ORCL
VCM
VPM
Diversified Portfolios Inc's ORCL Position: Q1 2026 in Review
Diversified Portfolios Inc reduced its Oracle (ORCL) stake by 39% in Q1 2026, selling an estimated $223K and leaving 2,155 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #148.
Diversified Portfolios Inc first reported a position in ORCL in Q4 2014 and has held it in 32 quarters since. The position peaked at $938K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Diversified Portfolios Inc held 2,155 shares of Oracle worth $317K as of Q1 2026.
- Diversified Portfolios Inc sold 1,370 Oracle shares in Q1 2026, an estimated $223K.
- Oracle made up 0.03% of Diversified Portfolios Inc's portfolio in Q1 2026, its #148 holding.
- Diversified Portfolios Inc first reported a position in Oracle in Q4 2014 and has held it in 32 quarters since.
- Diversified Portfolios Inc's Oracle position peaked at $938K in Q3 2025.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.