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Global Wealth Management Investment Advisory’s Oracle ORCL Stock Holding History

Global Wealth Management Investment 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
Q1 		– Sell
-25,870
Closed -$5.04M – 163
2025
Q4 		$5.04M Buy
25,870
+155
+0.6% +$36.9K 0.81% 44
2025
Q3 		$7.23M Sell
25,715
-3,745
-13% -$954K 1.21% 20
2025
Q2 		$6.44M Buy
29,460
+1,249
+4% +$202K 1.21% 20
2025
Q1 		$3.94M Buy
28,211
+1,903
+7% +$310K 0.79% 45
2024
Q4 		$4.38M Sell
26,308
-399
-1% -$70.9K 0.9% 35
2024
Q3 		$4.55M Sell
26,707
-6,246
-19% -$905K 0.98% 35
2024
Q2 		$4.65M Buy
32,953
+1,138
+4% +$141K 1.08% 28
2024
Q1 		$4M Buy
31,815
+606
+2% +$69.4K 0.98% 33
2023
Q4 		$3.29M Sell
31,209
-56
-0.2% -$6.11K 0.84% 46
2023
Q3 		$3.31M Sell
31,265
-8,288
-21% -$959K 0.93% 34
2023
Q2 		$4.71M Sell
39,553
-960
-2% -$99.3K 1.29% 20
2023
Q1 		$3.76M Sell
40,513
-5,063
-11% -$444K 1.13% 24
2022
Q4 		$3.73M Sell
45,576
-1,951
-4% -$148K 1.21% 26
2022
Q3 		$2.9M Buy
47,527
+1,074
+2% +$78.6K 1.03% 34
2022
Q2 		$3.25M Buy
46,453
+15,631
+51% +$1.14M 1.09% 32
2022
Q1 		$2.55M Buy
30,822
+30,572
+12,229% +$2.48M 0.76% 49
2021
Q4 		$22K Hold
250
– – 0.01% 252
2021
Q3 		$22K Hold
250
– – 0.01% 258
2021
Q2 		$19K Sell
250
-150
-38% -$11.7K 0.01% 249
2021
Q1 		$28K Buy
400
+53
+15% +$3.43K 0.01% 224
2020
Q4 		$22K Sell
347
-113
-25% -$6.73K 0.01% 231
2020
Q3 		$27K Hold
460
– – 0.01% 211
2020
Q2 		$25K Hold
460
– – 0.01% 258
2020
Q1 		$22K Buy
460
+160
+53% +$8.26K 0.01% 247
2019
Q4 		$16K Sell
300
-67
-18% -$3.69K 0.01% 289
2019
Q3 		$20K Hold
367
– – 0.01% 250
2019
Q2 		$21K Hold
367
– – 0.01% 269
2019
Q1 		$20K Hold
367
– – 0.01% 308
2018
Q4 		$17K Buy
+367
New +$17.6K 0.01% 315

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Global Wealth Management Investment Advisory's ORCL Position: Q1 2026 in Review

Global Wealth Management Investment Advisory sold out of Oracle (ORCL) in Q1 2026, closing a stake of 25,870 shares — an estimated $5.04M sold.

Global Wealth Management Investment Advisory first reported a position in ORCL in Q4 2018 and held it in 29 quarters. The position peaked at $7.23M in Q3 2025. 3,494 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Global Wealth Management Investment Advisory reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 25,870 Oracle shares in Q1 2026, an estimated $5.04M.
  • Global Wealth Management Investment Advisory first reported a position in Oracle in Q4 2018 and held it in 29 quarters.
  • Global Wealth Management Investment Advisory's Oracle position peaked at $7.23M in Q3 2025.
  • 3,494 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.