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Dumont & Blake Investment Advisors’s Oracle ORCL Stock Holding History

Dumont & Blake Investment Advisors’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 		$1.34M Sell
9,105
-150
-2% -$24.4K 0.34% 79
2025
Q4 		$1.8M Sell
9,255
-114
-1% -$27.1K 0.43% 66
2025
Q3 		$2.63M Sell
9,369
-3,115
-25% -$793K 0.64% 37
2025
Q2 		$2.73M Buy
12,484
+140
+1% +$22.6K 0.71% 30
2025
Q1 		$1.73M Buy
12,344
+8
+0.1% +$1.3K 0.48% 57
2024
Q4 		$2.06M Sell
12,336
-11
-0.1% -$1.95K 0.55% 44
2024
Q3 		$2.1M Sell
12,347
-12,465
-50% -$1.81M 0.56% 46
2024
Q2 		$3.5M Buy
24,812
+12,468
+101% +$1.55M 0.5% 52
2024
Q1 		$1.55M Buy
12,344
+150
+1% +$17.2K 0.45% 60
2023
Q4 		$1.29M Sell
12,194
-260
-2% -$28.4K 0.4% 63
2023
Q3 		$1.32M Buy
12,454
+115
+0.9% +$13.3K 0.45% 58
2023
Q2 		$1.47M Sell
12,339
-105
-0.8% -$10.9K 0.48% 57
2023
Q1 		$1.16M Sell
12,444
-40
-0.3% -$3.51K 0.39% 71
2022
Q4 		$1.02M Buy
12,484
+17
+0.1% +$1.29K 0.36% 78
2022
Q3 		$761K Buy
12,467
+25
+0.2% +$1.83K 0.28% 93
2022
Q2 		$869K Buy
12,442
+2
+0% +$146 0.28% 93
2022
Q1 		$1.03M Buy
12,440
+184
+2% +$14.9K 0.28% 95
2021
Q4 		$1.07M Sell
12,256
-1,190
-9% -$112K 0.28% 98
2021
Q3 		$1.17M Sell
13,446
-715
-5% -$63.2K 0.34% 84
2021
Q2 		$1.1M Buy
14,161
+255
+2% +$20K 0.31% 90
2021
Q1 		$976K Sell
13,906
-200
-1% -$12.9K 0.3% 92
2020
Q4 		$913K Sell
14,106
-1,332
-9% -$79.3K 0.31% 90
2020
Q3 		$922K Sell
15,438
-786
-5% -$44.7K 0.35% 83
2020
Q2 		$897K Sell
16,224
-449
-3% -$23.8K 0.37% 77
2020
Q1 		$806K Sell
16,673
-688
-4% -$35.5K 0.41% 74
2019
Q4 		$920K Buy
17,361
+25
+0.1% +$1.38K 0.36% 83
2019
Q3 		$954K Sell
17,336
-425
-2% -$23.5K 0.4% 79
2019
Q2 		$1.01M Sell
17,761
-150
-0.8% -$8.12K 0.42% 72
2019
Q1 		$962K Sell
17,911
-5,825
-25% -$297K 0.41% 80
2018
Q4 		$1.07M Sell
23,736
-1,420
-6% -$68K 0.5% 64
2018
Q3 		$1.3M Buy
25,156
+1,424
+6% +$69.2K 0.51% 57
2018
Q2 		$1.05M Hold
23,732
– – 0.44% 77
2018
Q1 		$1.09M Buy
23,732
+25
+0.1% +$1.24K 0.46% 75
2017
Q4 		$1.12M Sell
23,707
-210
-0.9% -$10.3K 0.46% 76
2017
Q3 		$1.16M Buy
23,917
+200
+0.8% +$9.95K 0.49% 73
2017
Q2 		$1.19M Sell
23,717
-350
-1% -$16K 0.53% 69
2017
Q1 		$1.07M Sell
24,067
-6,205
-20% -$258K 0.48% 73
2016
Q4 		$1.16M Sell
30,272
-252
-0.8% -$9.86K 0.55% 61
2016
Q3 		$1.2M Sell
30,524
-5,700
-16% -$232K 0.59% 53
2016
Q2 		$1.48M Sell
36,224
-862
-2% -$34.4K 0.74% 42
2016
Q1 		$1.52M Sell
37,086
-1,000
-3% -$37K 0.78% 39
2015
Q4 		$1.39M Buy
38,086
+563
+2% +$21.5K 0.71% 42
2015
Q3 		$1.35M Sell
37,523
-552
-1% -$21.2K 0.73% 44
2015
Q2 		$1.53M Hold
38,075
– – 0.75% 44
2015
Q1 		$1.64M Sell
38,075
-200
-0.5% -$8.67K 0.8% 43
2014
Q4 		$1.72M Sell
38,275
-100
-0.3% -$4.07K 0.85% 35
2014
Q3 		$1.47M Hold
38,375
– – 0.76% 43
2014
Q2 		$1.55M Sell
38,375
-380
-1% -$15.6K 0.78% 40
2014
Q1 		$1.58M Sell
38,755
-715
-2% -$27.2K 0.82% 37
2013
Q4 		$1.51M Sell
39,470
-4,224
-10% -$145K 0.78% 43
2013
Q3 		$1.45M Hold
43,694
– – 0.69% 52
2013
Q2 		$1.34M Buy
+43,694
New +$1.45M 0.81% 43

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

Dumont & Blake Investment Advisors's ORCL Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its Oracle (ORCL) stake by 1.6% in Q1 2026, selling an estimated $24.4K and leaving 9,105 shares worth $1.34M. The position accounts for 0.34% of the portfolio, ranked #79.

Dumont & Blake Investment Advisors first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.5M in Q2 2024. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Dumont & Blake Investment Advisors held 9,105 shares of Oracle worth $1.34M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 150 Oracle shares in Q1 2026, an estimated $24.4K.
  • Oracle made up 0.34% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #79 holding.
  • Dumont & Blake Investment Advisors first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Dumont & Blake Investment Advisors's Oracle position peaked at $3.5M in Q2 2024.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.