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DLK Investment Management’s Oracle ORCL Stock Holding History

DLK Investment 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 		$489K Buy
3,562
+2,064
+138% +$291K 0.18% 58
2026
Q2 		$212K Sell
1,498
-464
-24% -$84.1K 0.09% 77
2026
Q1 		$289K Buy
1,962
+364
+23% +$59.2K 0.11% 63
2025
Q4 		$311K Buy
1,598
+19
+1% +$4.52K 0.12% 63
2025
Q3 		$444K Buy
1,579
+15
+1% +$3.82K 0.17% 52
2025
Q2 		$342K Buy
1,564
+10
+0.6% +$1.61K 0.13% 63
2025
Q1 		$217K Hold
1,554
– – 0.09% 64
2024
Q4 		$259K Buy
1,554
+56
+4% +$9.95K 0.11% 62
2024
Q3 		$255K Hold
1,498
– – 0.1% 74
2024
Q2 		$212K Buy
+1,498
New +$186K 0.09% 79

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

DLK Investment Management's ORCL Position: Q3 2026 in Review

DLK Investment Management increased its Oracle (ORCL) stake by 138% in Q3 2026, buying an estimated $291K and bringing the position to 3,562 shares worth $489K. The position accounts for 0.18% of the portfolio, ranked #58.

DLK Investment Management first reported a position in ORCL in Q2 2024 and has held it in 10 quarters since. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • DLK Investment Management held 3,562 shares of Oracle worth $489K as of Q3 2026.
  • DLK Investment Management bought 2,064 Oracle shares in Q3 2026, an estimated $291K.
  • Oracle made up 0.18% of DLK Investment Management's portfolio in Q3 2026, its #58 holding.
  • DLK Investment Management first reported a position in Oracle in Q2 2024 and has held it in 10 quarters since.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.