GWM
ORCL icon

Gilpin Wealth Management’s Oracle ORCL Stock Holding History

Gilpin 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
Q3 		$602K Buy
4,385
+147
+3% +$20.7K 0.41% 67
2026
Q2 		$621K Sell
4,238
-64
-1% -$11.6K 0.43% 67
2026
Q1 		$633K Sell
4,302
-58
-1% -$9.43K 0.5% 59
2025
Q4 		$850K Buy
+4,360
New +$1.04M 0.67% 43

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Gilpin Wealth Management's ORCL Position: Q3 2026 in Review

Gilpin Wealth Management increased its Oracle (ORCL) stake by 3.5% in Q3 2026, buying an estimated $20.7K and bringing the position to 4,385 shares worth $602K. The position accounts for 0.41% of the portfolio, ranked #67.

Gilpin Wealth Management first reported a position in ORCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $850K in Q4 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Gilpin Wealth Management held 4,385 shares of Oracle worth $602K as of Q3 2026.
  • Gilpin Wealth Management bought 147 Oracle shares in Q3 2026, an estimated $20.7K.
  • Oracle made up 0.41% of Gilpin Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Gilpin Wealth Management first reported a position in Oracle in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Oracle position peaked at $850K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.