GA
ORCL icon

GoalVest Advisory’s Oracle ORCL Stock Holding History

GoalVest 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 		$117K Sell
795
-5,475
-87% -$992K 0.02% 148
2026
Q1 		$922K Sell
6,270
-774
-11% -$126K 0.18% 80
2025
Q4 		$1.37M Buy
7,044
+324
+5% +$77.1K 0.26% 63
2025
Q3 		$1.89M Hold
6,720
– – 0.4% 39
2025
Q2 		$1.47M Buy
6,720
+534
+9% +$86.2K 0.36% 50
2025
Q1 		$865K Buy
6,186
+5,786
+1,447% +$942K 0.24% 73
2024
Q4 		$66.7K Hold
400
– – 0.02% 170
2024
Q3 		$68.2K Sell
400
-100
-20% -$14.5K 0.02% 163
2024
Q2 		$70.6K Sell
500
-200
-29% -$24.8K 0.02% 156
2024
Q1 		$87.9K Buy
+700
New +$80.1K 0.03% 152
2023
Q4 		– Sell
-8
Closed -$847 – 460
2023
Q3 		$847 Buy
+8
New +$926 ﹤0.01% 446
2023
Q1 		– Sell
-48
Closed -$3.92K – 285
2022
Q4 		$3.92K Hold
48
– – ﹤0.01% 206
2022
Q3 		$3K Hold
48
– – ﹤0.01% 220
2022
Q2 		$3K Sell
48
-18
-27% -$1.32K ﹤0.01% 275
2022
Q1 		$5K Buy
+66
New +$5.34K ﹤0.01% 273
2021
Q2 		$4K Buy
+48
New +$3.76K ﹤0.01% 222
2021
Q1 		– Sell
-632
Closed -$41K – 213
2020
Q4 		$41K Buy
+632
New +$37.6K 0.03% 127

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

GoalVest Advisory's ORCL Position: Q2 2026 in Review

GoalVest Advisory reduced its Oracle (ORCL) stake by 87% in Q2 2026, selling an estimated $992K and leaving 795 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #148.

GoalVest Advisory first reported a position in ORCL in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.89M in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • GoalVest Advisory held 795 shares of Oracle worth $117K as of Q2 2026.
  • GoalVest Advisory sold 5,475 Oracle shares in Q2 2026, an estimated $992K.
  • Oracle made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #148 holding.
  • GoalVest Advisory first reported a position in Oracle in Q4 2020 and has held it in 17 quarters since.
  • GoalVest Advisory's Oracle position peaked at $1.89M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.