GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Oracle ORCL Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$1.33M Sell
9,065
-57,328
-86% -$9.32M 0.04% 147
2025
Q4 		$12.9M Buy
66,393
+1,843
+3% +$439K 0.45% 46
2025
Q3 		$18.2M Sell
64,550
-834
-1% -$212K 0.62% 39
2025
Q2 		$14.3M Buy
65,384
+1,248
+2% +$202K 0.55% 41
2025
Q1 		$8.97M Buy
64,136
+8,409
+15% +$1.37M 0.4% 54
2024
Q4 		$9.29M Buy
55,727
+10,151
+22% +$1.8M 0.4% 52
2024
Q3 		$7.77M Buy
45,576
+3,425
+8% +$496K 0.36% 58
2024
Q2 		$5.95M Buy
42,151
+7,392
+21% +$918K 0.3% 66
2024
Q1 		$4.37M Buy
34,759
+3,104
+10% +$355K 0.24% 70
2023
Q4 		$3.34M Buy
31,655
+7,075
+29% +$772K 0.2% 79
2023
Q3 		$2.6M Buy
24,580
+13,434
+121% +$1.55M 0.18% 85
2023
Q2 		$1.33M Buy
11,146
+7,068
+173% +$731K 0.09% 114
2023
Q1 		$379K Sell
4,078
-92
-2% -$8.07K 0.03% 180
2022
Q4 		$341K Buy
4,170
+63
+2% +$4.79K 0.03% 186
2022
Q3 		$250K Buy
4,107
+235
+6% +$17.2K 0.02% 193
2022
Q2 		$270K Buy
3,872
+530
+16% +$38.8K 0.03% 201
2022
Q1 		$276K Sell
3,342
-537
-14% -$43.5K 0.02% 215
2021
Q4 		$338K Buy
3,879
+3,872
+55,314% +$364K 0.03% 193
2021
Q3 		$7K Sell
7
-3,935
-100% -$348K ﹤0.01% 713
2021
Q2 		$306K Buy
3,942
+171
+5% +$13.4K 0.03% 188
2021
Q1 		$264K Sell
3,771
-1,929
-34% -$125K 0.03% 179
2020
Q4 		$368K Buy
5,700
+122
+2% +$7.26K 0.05% 128
2020
Q3 		$333K Buy
5,578
+32
+0.6% +$1.82K 0.07% 97
2020
Q2 		$306K Sell
5,546
-800
-13% -$42.4K 0.07% 107
2020
Q1 		$306K Hold
6,346
– – 0.09% 100
2019
Q4 		$335K Hold
6,346
– – 0.08% 95
2019
Q3 		$349K Buy
6,346
+203
+3% +$11.2K 0.1% 95
2019
Q2 		$349K Buy
6,143
+100
+2% +$5.41K 0.1% 86
2019
Q1 		$324K Hold
6,043
– – 0.1% 85
2018
Q4 		$272K Buy
6,043
+940
+18% +$45K 0.1% 83
2018
Q3 		$264K Sell
5,103
-262
-5% -$12.7K 0.07% 106
2018
Q2 		$241K Buy
+5,365
New +$247K 0.07% 92

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

Gerber Kawasaki Wealth & Investment Management's ORCL Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Oracle (ORCL) stake by 86% in Q1 2026, selling an estimated $9.32M and leaving 9,065 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #147.

Gerber Kawasaki Wealth & Investment Management first reported a position in ORCL in Q2 2018 and has held it in 32 quarters since. The position peaked at $18.2M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 9,065 shares of Oracle worth $1.33M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 57,328 Oracle shares in Q1 2026, an estimated $9.32M.
  • Oracle made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #147 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Oracle in Q2 2018 and has held it in 32 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Oracle position peaked at $18.2M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.