Donaldson Capital Management’s Oracle ORCL Stock Holding History

Donaldson Capital 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 Q2	$290K	Buy	1,978 +268	+16%	+$48.6K	0.01%	267
2026 Q1	$252K	Sell	1,710 -169	-9%	-$27.5K	0.01%	225
2025 Q4	$366K	Sell	1,879 -376	-17%	-$89.5K	0.01%	194
2025 Q3	$634K	Buy	2,255 +488	+28%	+$124K	0.02%	167
2025 Q2	$386K	Hold	1,767	–	–	0.01%	176
2025 Q1	$247K	Sell	1,767 -729	-29%	-$119K	0.01%	204
2024 Q4	$416K	Sell	2,496 -548	-18%	-$97.3K	0.02%	177
2024 Q3	$519K	Sell	3,044 -76	-2%	-$11K	0.02%	166
2024 Q2	$441K	Sell	3,120 -2,970	-49%	-$369K	0.02%	165
2024 Q1	$765K	Buy	6,090 +338	+6%	+$38.7K	0.03%	138
2023 Q4	$606K	Sell	5,752 -1,220	-17%	-$133K	0.03%	152
2023 Q3	$738K	Sell	6,972 -149	-2%	-$17.2K	0.03%	139
2023 Q2	$848K	Buy	7,121 +566	+9%	+$58.5K	0.04%	131
2023 Q1	$609K	Buy	6,555 +2,676	+69%	+$235K	0.03%	148
2022 Q4	$317K	Buy	3,879 +30	+0.8%	+$2.28K	0.02%	189
2022 Q3	$235K	Buy	+3,849	New	+$282K	0.01%	206
2015 Q1	–	Sell	-6,489	Closed	-$292K	–	151
2014 Q4	$292K	Buy	+6,489	New	+$264K	0.04%	118

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Donaldson Capital Management's ORCL Position: Q2 2026 in Review

Donaldson Capital Management increased its Oracle (ORCL) stake by 16% in Q2 2026, buying an estimated $48.6K and bringing the position to 1,978 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #267.

Donaldson Capital Management first reported a position in ORCL in Q4 2014 and has held it in 17 quarters since. The position peaked at $848K in Q2 2023. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Donaldson Capital Management held 1,978 shares of Oracle worth $290K as of Q2 2026.
Donaldson Capital Management bought 268 Oracle shares in Q2 2026, an estimated $48.6K.
Oracle made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #267 holding.
Donaldson Capital Management first reported a position in Oracle in Q4 2014 and has held it in 17 quarters since.
Donaldson Capital Management's Oracle position peaked at $848K in Q2 2023.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.