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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
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
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

Duncan Williams Asset Management's ORCL Position: Q1 2026 in Review

Duncan Williams Asset Management increased its Oracle (ORCL) stake by 2.1% in Q1 2026, buying an estimated $10.4K and bringing the position to 3,060 shares worth $450K. The position accounts for 0.12% of the portfolio, ranked #100.

Duncan Williams Asset Management first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $837K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Duncan Williams Asset Management held 3,060 shares of Oracle worth $450K as of Q1 2026.
  • Duncan Williams Asset Management bought 64 Oracle shares in Q1 2026, an estimated $10.4K.
  • Oracle made up 0.12% of Duncan Williams Asset Management's portfolio in Q1 2026, its #100 holding.
  • Duncan Williams Asset Management first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Duncan Williams Asset Management's Oracle position peaked at $837K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.