Dixon Mitchell Investment Counsel’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 | $127K | Sell |
211
-29
| -12% | -$4.71K | ﹤0.01% | 102 |
|
|
2025
Q4 | $174K | Sell |
240
-106
| -31% | -$25.2K | 0.01% | 83 |
|
|
2025
Q3 | $282K | Sell |
346
-64,518
| -99% | -$16.4M | 0.01% | 54 |
|
|
2025
Q2 | $14.3M | Buy |
64,864
+2,363
| +4% | +$382K | 0.56% | 39 |
|
|
2025
Q1 | $8.83M | Sell |
62,501
-106,567
| -63% | -$17.4M | 0.4% | 45 |
|
|
2024
Q4 | $28.2M | Sell |
169,068
-1,393
| -0.8% | -$247K | 1.3% | 29 |
|
|
2024
Q3 | $29M | Buy |
170,461
+8,278
| +5% | +$1.2M | 1.32% | 32 |
|
|
2024
Q2 | $23.1M | Buy |
162,183
+4,715
| +3% | +$586K | 1.16% | 31 |
|
|
2024
Q1 | $19.8M | Sell |
157,468
-176,944
| -53% | -$20.3M | 0.98% | 35 |
|
|
2023
Q4 | $35.3M | Sell |
334,412
-269,967
| -45% | -$29.5M | 1.88% | 23 |
|
|
2023
Q3 | $64M | Sell |
604,379
-2,801
| -0.5% | -$324K | 3.87% | 6 |
|
|
2023
Q2 | $72.3M | Sell |
607,180
-5,335
| -0.9% | -$552K | 4.14% | 5 |
|
|
2023
Q1 | $56.9M | Sell |
612,515
-17,288
| -3% | -$1.52M | 3.56% | 11 |
|
|
2022
Q4 | $51.5M | Buy |
629,803
+5,104
| +0.8% | +$388K | 3.45% | 11 |
|
|
2022
Q3 | $38.2M | Sell |
624,699
-3,721
| -0.6% | -$272K | 2.84% | 17 |
|
|
2022
Q2 | $43.9M | Buy |
628,420
+1,172
| +0.2% | +$85.8K | 3.13% | 11 |
|
|
2022
Q1 | $51.9M | Buy |
627,248
+23,928
| +4% | +$1.94M | 3.09% | 13 |
|
|
2021
Q4 | $52.6M | Sell |
603,320
-19,583
| -3% | -$1.84M | 3.27% | 11 |
|
|
2021
Q3 | $54.3M | Buy |
622,903
+15,226
| +3% | +$1.34M | 3.8% | 9 |
|
|
2021
Q2 | $47.3M | Sell |
607,677
-5,739
| -0.9% | -$449K | 3.51% | 9 |
|
|
2021
Q1 | $43M | Sell |
613,416
-45,561
| -7% | -$2.95M | 3.56% | 12 |
|
|
2020
Q4 | $42.6M | Sell |
658,977
-4,103
| -0.6% | -$244K | 3.69% | 12 |
|
|
2020
Q3 | $39.6M | Buy |
663,080
+7,497
| +1% | +$426K | 3.89% | 11 |
|
|
2020
Q2 | $36.2M | Sell |
655,583
-2,272
| -0.3% | -$120K | 3.98% | 9 |
|
|
2020
Q1 | $31.8M | Buy |
657,855
+3,240
| +0.5% | +$167K | 4.01% | 9 |
|
|
2019
Q4 | $34.7M | Buy |
654,615
+3,056
| +0.5% | +$168K | 3.68% | 9 |
|
|
2019
Q3 | $35.9M | Sell |
651,559
-4,226
| -0.6% | -$233K | 4.09% | 9 |
|
|
2019
Q2 | $37.4M | Buy |
655,785
+2,252
| +0.3% | +$122K | 4.23% | 7 |
|
|
2019
Q1 | $35.1M | Sell |
653,533
-10,741
| -2% | -$547K | 4.15% | 7 |
|
|
2018
Q4 | $30M | Sell |
664,274
-5,193
| -0.8% | -$249K | 4.01% | 7 |
|
|
2018
Q3 | $34.5M | Sell |
669,467
-1,783
| -0.3% | -$86.6K | 4.02% | 9 |
|
|
2018
Q2 | $29.6M | Buy |
671,250
+40,091
| +6% | +$1.85M | 3.74% | 9 |
|
|
2018
Q1 | $28.9M | Buy |
631,159
+9,453
| +2% | +$470K | 3.82% | 6 |
|
|
2017
Q4 | $29.4M | Buy |
621,706
+6,200
| +1% | +$304K | 3.76% | 6 |
|
|
2017
Q3 | $29.8M | Buy |
615,506
+120,225
| +24% | +$5.98M | 3.97% | 5 |
|
|
2017
Q2 | $24.8M | Sell |
495,281
-66,944
| -12% | -$3.05M | 3.51% | 9 |
|
|
2017
Q1 | $25.1M | Buy |
562,225
+2,453
| +0.4% | +$102K | 3.63% | 8 |
|
|
2016
Q4 | $21.5M | Buy |
559,772
+120,141
| +27% | +$4.7M | 3.25% | 10 |
|
|
2016
Q3 | $17.3M | Buy |
439,631
+8,847
| +2% | +$360K | 2.69% | 15 |
|
|
2016
Q2 | $17.6M | Sell |
430,784
-5
| -0% | -$200 | 2.92% | 13 |
|
|
2016
Q1 | $17.6M | Sell |
430,789
-6,528
| -1% | -$242K | 2.86% | 13 |
|
|
2015
Q4 | $16M | Buy |
437,317
+408
| +0.1% | +$15.6K | 2.71% | 15 |
|
|
2015
Q3 | $15.8M | Buy |
436,909
+18,092
| +4% | +$696K | 2.73% | 16 |
|
|
2015
Q2 | $16.9M | Buy |
418,817
+2,565
| +0.6% | +$111K | 2.6% | 16 |
|
|
2015
Q1 | $18M | Buy |
416,252
+5,971
| +1% | +$259K | 2.77% | 14 |
|
|
2014
Q4 | $15.7M | Hold |
410,281
| – | – | 2.43% | 17 |
|
|
2014
Q3 | $15.7M | Buy |
410,281
+102,253
| +33% | +$4.14M | 2.38% | 17 |
|
|
2014
Q2 | $12.5M | Buy |
308,028
+595
| +0.2% | +$24.5K | 1.79% | 23 |
|
|
2014
Q1 | $12.6M | Buy |
307,433
+1,490
| +0.5% | +$56.7K | 1.98% | 22 |
|
|
2013
Q4 | $11.7M | Buy |
305,943
+3,408
| +1% | +$117K | 1.85% | 23 |
|
|
2013
Q3 | $10M | Buy |
302,535
+9,954
| +3% | +$323K | 1.7% | 27 |
|
|
2013
Q2 | $8.99M | Buy |
+292,581
| New | +$9.71M | 1.67% | 25 |
|
Other funds holding ORCL
VCM
VPM
Dixon Mitchell Investment Counsel's ORCL Position: Q1 2026 in Review
Dixon Mitchell Investment Counsel reduced its Oracle (ORCL) stake by 12% in Q1 2026, selling an estimated $4.71K and leaving 211 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #102.
Dixon Mitchell Investment Counsel first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $72.3M in Q2 2023. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Dixon Mitchell Investment Counsel held 211 shares of Oracle worth $127K as of Q1 2026.
- Dixon Mitchell Investment Counsel sold 29 Oracle shares in Q1 2026, an estimated $4.71K.
- Oracle made up ﹤0.01% of Dixon Mitchell Investment Counsel's portfolio in Q1 2026, its #102 holding.
- Dixon Mitchell Investment Counsel first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
- Dixon Mitchell Investment Counsel's Oracle position peaked at $72.3M in Q2 2023.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.