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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
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 $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

GDS Wealth Management's ORCL Position: Q1 2026 in Review

GDS Wealth Management increased its Oracle (ORCL) stake by 15% in Q1 2026, buying an estimated $33.8K and bringing the position to 1,635 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #183.

GDS Wealth Management first reported a position in ORCL in Q2 2022 and has held it in 15 quarters since. The position peaked at $371K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • GDS Wealth Management held 1,635 shares of Oracle worth $241K as of Q1 2026.
  • GDS Wealth Management bought 208 Oracle shares in Q1 2026, an estimated $33.8K.
  • Oracle made up 0.01% of GDS Wealth Management's portfolio in Q1 2026, its #183 holding.
  • GDS Wealth Management first reported a position in Oracle in Q2 2022 and has held it in 15 quarters since.
  • GDS Wealth Management's Oracle position peaked at $371K in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.