Duncan Williams Asset Management’s Oracle ORCL Stock Holding History

Duncan Williams Asset 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	$428K	Sell	2,919 -141	-5%	-$25.6K	0.1%	113
2026 Q1	$450K	Buy	3,060 +64	+2%	+$10.4K	0.12%	100
2025 Q4	$439K	Buy	2,996 +20	+0.7%	+$4.76K	0.11%	107
2025 Q3	$837K	Sell	2,976 -43	-1%	-$10.9K	0.24%	71
2025 Q2	$660K	Buy	3,019 +17	+0.6%	+$2.75K	0.21%	72
2025 Q1	$420K	Sell	3,002 -74	-2%	-$12K	0.15%	92
2024 Q4	$513K	Buy	3,076 +1,800	+141%	+$320K	0.2%	82
2024 Q3	$217K	Buy	+1,276	New	+$185K	0.12%	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 $3.37T AUM 44.26% 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

Duncan Williams Asset Management's ORCL Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its Oracle (ORCL) stake by 4.6% in Q2 2026, selling an estimated $25.6K and leaving 2,919 shares worth $428K. The position accounts for 0.1% of the portfolio, ranked #113.

Duncan Williams Asset Management first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $837K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Duncan Williams Asset Management held 2,919 shares of Oracle worth $428K as of Q2 2026.
Duncan Williams Asset Management sold 141 Oracle shares in Q2 2026, an estimated $25.6K.
Oracle made up 0.1% of Duncan Williams Asset Management's portfolio in Q2 2026, its #113 holding.
Duncan Williams Asset Management first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
Duncan Williams Asset Management's Oracle position peaked at $837K in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.