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Dougherty & Associates’s Oracle ORCL Stock Holding History

Dougherty & Associates’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 		– Sell
-1,101
Closed -$215K – 53
2025
Q4 		$215K Buy
+1,101
New +$262K 0.19% 54

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dougherty & Associates's ORCL Position: Q1 2026 in Review

Dougherty & Associates sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,101 shares — an estimated $215K sold.

Dougherty & Associates first reported a position in ORCL in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Dougherty & Associates reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Dougherty & Associates sold 1,101 Oracle shares in Q1 2026, an estimated $215K.
  • Dougherty & Associates first reported a position in Oracle in Q4 2025 and held it in 1 quarter.
  • Dougherty & Associates's Oracle position peaked at $215K in Q4 2025.
  • 3,499 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Dougherty & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.