Sloy Dahl & Holst’s Oracle ORCL Stock Holding History

Sloy Dahl & Holst’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	$385K	Sell	2,615 -320	-11%	-$52K	0.05%	77
2025 Q4	$572K	Sell	2,935 -192	-6%	-$45.7K	0.07%	64
2025 Q3	$879K	Sell	3,127 -40	-1%	-$10.2K	0.09%	51
2025 Q2	$692K	Hold	3,167	–	–	0.1%	51
2025 Q1	$443K	Buy	3,167 +7	+0.2%	+$1.14K	0.08%	61
2024 Q4	$527K	Hold	3,160	–	–	0.07%	57
2024 Q3	$538K	Hold	3,160	–	–	0.09%	49
2024 Q2	$446K	Hold	3,160	–	–	0.09%	51
2024 Q1	$397K	Hold	3,160	–	–	0.09%	56
2023 Q4	$333K	Hold	3,160	–	–	0.07%	64
2023 Q3	$335K	Hold	3,160	–	–	0.07%	58
2023 Q2	$376K	Hold	3,160	–	–	0.07%	51
2023 Q1	$294K	Hold	3,160	–	–	0.07%	51
2022 Q4	$258K	Buy	+3,160	New	+$240K	0.09%	55
2022 Q3	–	Sell	-3,160	Closed	-$221K	–	79
2022 Q2	$221K	Hold	3,160	–	–	0.05%	66
2022 Q1	$261K	Sell	3,160 -100	-3%	-$8.1K	0.04%	61
2021 Q4	$284K	Hold	3,260	–	–	0.06%	68
2021 Q3	$284K	Sell	3,260 -55	-2%	-$4.86K	0.06%	68
2021 Q2	$258K	Sell	3,315 -375	-10%	-$29.4K	0.03%	55
2021 Q1	$259K	Buy	+3,690	New	+$239K	0.04%	53

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sloy Dahl & Holst's ORCL Position: Q1 2026 in Review

Sloy Dahl & Holst reduced its Oracle (ORCL) stake by 11% in Q1 2026, selling an estimated $52K and leaving 2,615 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #77.

Sloy Dahl & Holst first reported a position in ORCL in Q1 2021 and has held it in 20 quarters since. The position peaked at $879K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Sloy Dahl & Holst held 2,615 shares of Oracle worth $385K as of Q1 2026.
Sloy Dahl & Holst sold 320 Oracle shares in Q1 2026, an estimated $52K.
Oracle made up 0.05% of Sloy Dahl & Holst's portfolio in Q1 2026, its #77 holding.
Sloy Dahl & Holst first reported a position in Oracle in Q1 2021 and has held it in 20 quarters since.
Sloy Dahl & Holst's Oracle position peaked at $879K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sloy Dahl & Holst's 13F filing for Q1 2026, filed 14 May 2026.