Gifford Fong Associates’s Oracle ORCL Stock Holding History

Gifford Fong Associates’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
2025 Q4	$7.26M	Hold	37,250	–	–	1.45%	18
2025 Q3	$10.5M	Hold	37,250	–	–	2.2%	11
2025 Q2	$8.14M	Hold	37,250	–	–	1.88%	12
2025 Q1	$5.21M	Hold	37,250	–	–	1.3%	19
2024 Q4	$6.21M	Hold	37,250	–	–	1.52%	14
2024 Q3	$6.35M	Hold	37,250	–	–	1.59%	13
2024 Q2	$5.26M	Hold	37,250	–	–	1.39%	14
2024 Q1	$4.68M	Sell	37,250 -31,750	-46%	-$3.63M	1.29%	19
2023 Q4	$7.28M	Hold	69,000	–	–	1.55%	15
2023 Q3	$7.31M	Hold	69,000	–	–	1.75%	11
2023 Q2	$8.22M	Hold	69,000	–	–	1.93%	8
2023 Q1	$6.41M	Hold	69,000	–	–	1.69%	9
2022 Q4	$5.64M	Hold	69,000	–	–	1.29%	22
2022 Q3	$4.21M	Hold	69,000	–	–	1.04%	25
2022 Q2	$4.82M	Hold	69,000	–	–	1.12%	24
2022 Q1	$5.71M	Hold	69,000	–	–	1.04%	21
2021 Q4	$6.02M	Hold	69,000	–	–	1.05%	21
2021 Q3	$6.01M	Hold	69,000	–	–	1.17%	20
2021 Q2	$5.37M	Hold	69,000	–	–	1.04%	23
2021 Q1	$4.84M	Hold	69,000	–	–	1.04%	24
2020 Q4	$4.46M	Hold	69,000	–	–	1.04%	26
2020 Q3	$4.12M	Hold	69,000	–	–	1.1%	23
2020 Q2	$3.81M	Hold	69,000	–	–	1.16%	24
2020 Q1	$3.33M	Hold	69,000	–	–	1.22%	23
2019 Q4	$3.66M	Hold	69,000	–	–	1.07%	30
2019 Q3	$3.8M	Hold	69,000	–	–	1.24%	25
2019 Q2	$3.93M	Hold	69,000	–	–	1.32%	25
2019 Q1	$3.71M	Hold	69,000	–	–	1.22%	28
2018 Q4	$3.12M	Hold	69,000	–	–	1.18%	27
2018 Q3	$3.56M	Hold	69,000	–	–	1.13%	28
2018 Q2	$3.04M	Hold	69,000	–	–	1.05%	30
2018 Q1	$3.16M	Buy	+69,000	New	+$3.43M	1.29%	26

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Gifford Fong Associates's ORCL Position: Q4 2025 in Review

Gifford Fong Associates held its Oracle (ORCL) position steady in Q4 2025 at 37,250 shares worth $7.26M. The position accounts for 1.45% of the portfolio, ranked #18.

Gifford Fong Associates first reported a position in ORCL in Q1 2018 and has held it in 32 quarters since. The position peaked at $10.5M in Q3 2025. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Gifford Fong Associates held 37,250 shares of Oracle worth $7.26M as of Q4 2025.
Gifford Fong Associates left its Oracle share count unchanged in Q4 2025.
Oracle made up 1.45% of Gifford Fong Associates's portfolio in Q4 2025, its #18 holding.
Gifford Fong Associates first reported a position in Oracle in Q1 2018 and has held it in 32 quarters since.
Gifford Fong Associates's Oracle position peaked at $10.5M in Q3 2025.
3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.