R.H. Dinel Investment Counsel’s Oracle ORCL Stock Holding History

R.H. Dinel Investment Counsel’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	$5.8M	Hold	39,600	–	–	4.46%	8
2026 Q1	$5.83M	Hold	39,600	–	–	4.71%	7
2025 Q4	$7.72M	Sell	39,600 -200	-0.5%	-$47.6K	5.66%	5
2025 Q3	$11.2M	Sell	39,800 -2,900	-7%	-$739K	7.22%	3
2025 Q2	$9.34M	Sell	42,700 -1,600	-4%	-$258K	6.22%	4
2025 Q1	$6.19M	Hold	44,300	–	–	4.23%	9
2024 Q4	$7.38M	Sell	44,300 -2,100	-5%	-$373K	4.93%	7
2024 Q3	$7.91M	Hold	46,400	–	–	4.94%	7
2024 Q2	$6.55M	Hold	46,400	–	–	4.19%	8
2024 Q1	$5.83M	Hold	46,400	–	–	3.73%	10
2023 Q4	$4.89M	Sell	46,400 -2,000	-4%	-$218K	3.34%	11
2023 Q3	$5.13M	Hold	48,400	–	–	3.7%	10
2023 Q2	$5.76M	Hold	48,400	–	–	4.04%	8
2023 Q1	$4.5M	Hold	48,400	–	–	3.38%	10
2022 Q4	$3.96M	Hold	48,400	–	–	3.54%	11
2022 Q3	$2.96M	Hold	48,400	–	–	2.94%	13
2022 Q2	$3.38M	Sell	48,400 -1,250	-3%	-$91.5K	3.04%	12
2022 Q1	$4.11M	Hold	49,650	–	–	3.16%	9
2021 Q4	$4.33M	Sell	49,650 -875	-2%	-$82.2K	2.98%	10
2021 Q3	$4.4M	Hold	50,525	–	–	3.3%	9
2021 Q2	$3.93M	Hold	50,525	–	–	2.8%	11
2021 Q1	$3.54M	Hold	50,525	–	–	2.71%	11
2020 Q4	$3.27M	Hold	50,525	–	–	2.63%	11
2020 Q3	$2.8M	Hold	50,525	–	–	2.67%	11
2020 Q2	$2.79M	Hold	50,525	–	–	2.72%	11
2020 Q1	$2.44M	Sell	50,525 -5,500	-10%	-$284K	2.89%	12
2019 Q4	$2.97M	Hold	56,025	–	–	2.62%	14
2019 Q3	$3.08M	Sell	56,025 -2,050	-4%	-$113K	2.87%	12
2019 Q2	$3.31M	Hold	58,075	–	–	3.06%	12
2019 Q1	$3.12M	Sell	58,075 -2,150	-4%	-$110K	3.08%	11
2018 Q4	$2.72M	Buy	+60,225	New	+$2.89M	3.06%	12
2016 Q3	$2.63M	Hold	66,875	–	–	2.94%	13
2016 Q2	$2.74M	Hold	66,875	–	–	3.21%	11
2016 Q1	$2.74M	Sell	66,875 -40,500	-38%	-$1.5M	3.22%	10
2015 Q4	$3.92M	Hold	107,375	–	–	4.44%	4
2015 Q3	$3.88M	Buy	107,375 +2,450	+2%	+$94.2K	4.05%	5
2015 Q2	$4.23M	Hold	104,925	–	–	3.96%	5
2015 Q1	$4.53M	Buy	104,925 +5,100	+5%	+$221K	4.26%	4
2014 Q4	$4.49M	Hold	99,825	–	–	4%	4
2014 Q3	$3.82M	Hold	99,825	–	–	3.46%	7
2014 Q2	$4.05M	Sell	99,825 -7,080	-7%	-$291K	3.69%	5
2014 Q1	$4.37M	Hold	106,905	–	–	3.86%	5
2013 Q4	$4.09M	Buy	+106,905	New	+$3.67M	3.59%	5

Other funds holding ORCL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

R.H. Dinel Investment Counsel's ORCL Position: Q2 2026 in Review

R.H. Dinel Investment Counsel held its Oracle (ORCL) position steady in Q2 2026 at 39,600 shares worth $5.8M. The position accounts for 4.46% of the portfolio, ranked #8.

R.H. Dinel Investment Counsel first reported a position in ORCL in Q4 2013 and has held it in 43 quarters since. The position peaked at $11.2M in Q3 2025. 2,110 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

R.H. Dinel Investment Counsel held 39,600 shares of Oracle worth $5.8M as of Q2 2026.
R.H. Dinel Investment Counsel left its Oracle share count unchanged in Q2 2026.
Oracle made up 4.46% of R.H. Dinel Investment Counsel's portfolio in Q2 2026, its #8 holding.
R.H. Dinel Investment Counsel first reported a position in Oracle in Q4 2013 and has held it in 43 quarters since.
R.H. Dinel Investment Counsel's Oracle position peaked at $11.2M in Q3 2025.
2,110 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on R.H. Dinel Investment Counsel's 13F filing for Q2 2026, filed 13 Jul 2026.