GoalVest Advisory
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
Q3 		$83.9K Sell
611
-184
-23% -$26K 0.01% 178
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

GoalVest Advisory's ORCL Position: Q3 2026 in Review

GoalVest Advisory reduced its Oracle (ORCL) stake by 23% in Q3 2026, selling an estimated $26K and leaving 611 shares worth $83.9K. The position accounts for 0.01% of the portfolio, ranked #178.

GoalVest Advisory first reported a position in ORCL in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.89M in Q3 2025. 1,060 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • GoalVest Advisory held 611 shares of Oracle worth $83.9K as of Q3 2026.
  • GoalVest Advisory sold 184 Oracle shares in Q3 2026, an estimated $26K.
  • Oracle made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #178 holding.
  • GoalVest Advisory first reported a position in Oracle in Q4 2020 and has held it in 18 quarters since.
  • GoalVest Advisory's Oracle position peaked at $1.89M in Q3 2025.
  • 1,060 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.