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Gladstone Institutional Advisory’s Oracle ORCL Stock Holding History

Gladstone Institutional Advisory’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 		$5.47M Sell
37,344
-266
-0.7% -$48.2K 0.17% 120
2026
Q1 		$5.53M Buy
37,610
+9,840
+35% +$1.6M 0.21% 110
2025
Q4 		$5.41M Buy
27,770
+3,858
+16% +$919K 0.2% 106
2025
Q3 		$6.73M Sell
23,912
-924
-4% -$235K 0.26% 89
2025
Q2 		$5.43M Buy
24,836
+309
+1% +$49.9K 0.22% 105
2025
Q1 		$3.43M Sell
24,527
-10,134
-29% -$1.65M 0.16% 151
2024
Q4 		$5.78M Buy
34,661
+7,208
+26% +$1.28M 0.27% 85
2024
Q3 		$4.68M Sell
27,453
-8,522
-24% -$1.23M 0.23% 105
2024
Q2 		$5.08M Sell
35,975
-1,688
-4% -$210K 0.26% 100
2024
Q1 		$4.73M Buy
37,663
+4,087
+12% +$468K 0.26% 105
2023
Q4 		$3.54M Sell
33,576
-43,779
-57% -$4.78M 0.2% 133
2023
Q3 		$8.19M Buy
77,355
+7,193
+10% +$833K 0.53% 37
2023
Q2 		$8.36M Buy
70,162
+17,975
+34% +$1.86M 0.51% 38
2023
Q1 		$4.85M Buy
52,187
+40,719
+355% +$3.57M 0.31% 82
2022
Q4 		$937K Sell
11,468
-428
-4% -$32.5K 0.07% 287
2022
Q3 		$727K Sell
11,896
-1,350
-10% -$98.8K 0.06% 329
2022
Q2 		$926K Sell
13,246
-794
-6% -$58.1K 0.07% 286
2022
Q1 		$1.16M Sell
14,040
-10,595
-43% -$858K 0.08% 267
2021
Q4 		$2.15M Sell
24,635
-9,255
-27% -$869K 0.17% 163
2021
Q3 		$2.95M Buy
33,890
+19,886
+142% +$1.76M 0.29% 94
2021
Q2 		$1.09M Buy
+14,004
New +$1.1M 0.13% 181
2020
Q2 		– Sell
-5,323
Closed -$257K – 284
2020
Q1 		$257K Sell
5,323
-211
-4% -$10.9K 0.07% 215
2019
Q4 		$293K Buy
5,534
+64
+1% +$3.52K 0.07% 195
2019
Q3 		$301K Buy
5,470
+293
+6% +$16.2K 0.08% 205
2019
Q2 		$295K Buy
+5,177
New +$280K 0.09% 204

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 $3.37T AUM 44.26% 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

Gladstone Institutional Advisory's ORCL Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Oracle (ORCL) stake by 0.71% in Q2 2026, selling an estimated $48.2K and leaving 37,344 shares worth $5.47M. The position accounts for 0.17% of the portfolio, ranked #120.

Gladstone Institutional Advisory first reported a position in ORCL in Q2 2019 and has held it in 25 quarters since. The position peaked at $8.36M in Q2 2023. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Gladstone Institutional Advisory held 37,344 shares of Oracle worth $5.47M as of Q2 2026.
  • Gladstone Institutional Advisory sold 266 Oracle shares in Q2 2026, an estimated $48.2K.
  • Oracle made up 0.17% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #120 holding.
  • Gladstone Institutional Advisory first reported a position in Oracle in Q2 2019 and has held it in 25 quarters since.
  • Gladstone Institutional Advisory's Oracle position peaked at $8.36M in Q2 2023.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.