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GDS Wealth Management’s Oracle ORCL Stock Holding History

GDS Wealth 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 		$451K Buy
3,075
+1,440
+88% +$261K 0.02% 150
2026
Q1 		$241K Buy
1,635
+208
+15% +$33.8K 0.01% 183
2025
Q4 		$278K Buy
1,427
+109
+8% +$26K 0.02% 157
2025
Q3 		$371K Sell
1,318
-62
-4% -$15.8K 0.02% 137
2025
Q2 		$302K Sell
1,380
-145
-10% -$23.4K 0.02% 145
2025
Q1 		$213K Buy
1,525
+25
+2% +$4.07K 0.02% 161
2024
Q4 		$250K Buy
1,500
+54
+4% +$9.59K 0.02% 149
2024
Q3 		$246K Sell
1,446
-148
-9% -$21.4K 0.02% 150
2024
Q2 		$225K Sell
1,594
-542
-25% -$67.3K 0.02% 125
2024
Q1 		$268K Hold
2,136
– – 0.03% 115
2023
Q4 		$225K Sell
2,136
-331
-13% -$36.1K 0.03% 120
2023
Q3 		$261K Buy
2,467
+347
+16% +$40.2K 0.04% 105
2023
Q2 		$252K Buy
+2,120
New +$219K 0.04% 108
2023
Q1 		– Sell
-3,252
Closed -$266K – 117
2022
Q4 		$266K Sell
3,252
-46
-1% -$3.5K 0.05% 103
2022
Q3 		$201K Buy
3,298
+243
+8% +$17.8K 0.04% 103
2022
Q2 		$213K Buy
+3,055
New +$224K 0.05% 100

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GDS Wealth Management's ORCL Position: Q2 2026 in Review

GDS Wealth Management increased its Oracle (ORCL) stake by 88% in Q2 2026, buying an estimated $261K and bringing the position to 3,075 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #150.

GDS Wealth Management first reported a position in ORCL in Q2 2022 and has held it in 16 quarters since. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • GDS Wealth Management held 3,075 shares of Oracle worth $451K as of Q2 2026.
  • GDS Wealth Management bought 1,440 Oracle shares in Q2 2026, an estimated $261K.
  • Oracle made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #150 holding.
  • GDS Wealth Management first reported a position in Oracle in Q2 2022 and has held it in 16 quarters since.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.