DCM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Donaldson Capital Management's ORCL Position: Q1 2026 in Review

Donaldson Capital Management reduced its Oracle (ORCL) stake by 9% in Q1 2026, selling an estimated $27.5K and leaving 1,710 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #225.

Donaldson Capital Management first reported a position in ORCL in Q4 2014 and has held it in 16 quarters since. The position peaked at $848K in Q2 2023. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Donaldson Capital Management held 1,710 shares of Oracle worth $252K as of Q1 2026.
  • Donaldson Capital Management sold 169 Oracle shares in Q1 2026, an estimated $27.5K.
  • Oracle made up 0.01% of Donaldson Capital Management's portfolio in Q1 2026, its #225 holding.
  • Donaldson Capital Management first reported a position in Oracle in Q4 2014 and has held it in 16 quarters since.
  • Donaldson Capital Management's Oracle position peaked at $848K in Q2 2023.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.