GWCM
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Godshalk Welsh Capital Management’s Oracle ORCL Stock Holding History

Godshalk Welsh Capital 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
Q1 		$4.33M Sell
29,460
-250
-0.8% -$40.6K 2.51% 5
2025
Q4 		$5.79M Sell
29,710
-15
-0.1% -$3.57K 3.31% 3
2025
Q3 		$8.36M Sell
29,725
-545
-2% -$139K 4.8% 3
2025
Q2 		$6.62M Sell
30,270
-425
-1% -$68.6K 4.08% 3
2025
Q1 		$4.29M Hold
30,695
– – 2.81% 6
2024
Q4 		$5.12M Sell
30,695
-875
-3% -$155K 3.3% 4
2024
Q3 		$5.38M Sell
31,570
-1,400
-4% -$203K 3.4% 4
2024
Q2 		$4.66M Sell
32,970
-265
-0.8% -$32.9K 3.1% 5
2024
Q1 		$4.17M Sell
33,235
-200
-0.6% -$22.9K 2.81% 6
2023
Q4 		$3.53M Buy
33,435
+90
+0.3% +$9.82K 2.53% 7
2023
Q3 		$3.53M Sell
33,345
-1,430
-4% -$166K 2.67% 6
2023
Q2 		$4.14M Sell
34,775
-325
-0.9% -$33.6K 2.85% 5
2023
Q1 		$3.26M Sell
35,100
-100
-0.3% -$8.77K 2.3% 7
2022
Q4 		$2.88M Sell
35,200
-1,385
-4% -$105K 2.1% 7
2022
Q3 		$2.23M Buy
36,585
+900
+3% +$65.9K 1.65% 13
2022
Q2 		$2.49M Buy
35,685
+150
+0.4% +$11K 1.79% 8
2022
Q1 		$2.94M Sell
35,535
-450
-1% -$36.4K 1.81% 9
2021
Q4 		$3.14M Sell
35,985
-375
-1% -$35.2K 1.79% 10
2021
Q3 		$3.17M Hold
36,360
– – 1.98% 9
2021
Q2 		$3.3M Sell
36,360
-185
-0.5% -$14.5K 2.04% 9
2021
Q1 		$2.56M Sell
36,545
-75
-0.2% -$4.86K 1.79% 10
2020
Q4 		$2.37M Hold
36,620
– – 1.75% 11
2020
Q3 		$2.19M Buy
36,620
+1,410
+4% +$80.1K 1.84% 10
2020
Q2 		$1.95M Sell
35,210
-225
-0.6% -$11.9K 1.82% 11
2020
Q1 		$1.71M Sell
35,435
-1,300
-4% -$67.1K 1.86% 13
2019
Q4 		$1.95M Buy
36,735
+1,125
+3% +$61.9K 1.6% 17
2019
Q3 		$1.96M Buy
35,610
+285
+0.8% +$15.7K 1.73% 16
2019
Q2 		$2.01M Buy
35,325
+800
+2% +$43.3K 1.86% 13
2019
Q1 		$1.85M Buy
34,525
+1,675
+5% +$85.3K 1.78% 16
2018
Q4 		$1.48M Buy
32,850
+1,450
+5% +$69.5K 1.66% 18
2018
Q3 		$1.62M Buy
31,400
+1,800
+6% +$87.4K 1.58% 19
2018
Q2 		$1.3M Buy
29,600
+1,700
+6% +$78.3K 1.36% 25
2018
Q1 		$1.28M Buy
27,900
+850
+3% +$42.3K 1.38% 23
2017
Q4 		$1.28M Sell
27,050
-400
-1% -$19.6K 1.29% 23
2017
Q3 		$1.33M Sell
27,450
-1,500
-5% -$74.6K 1.33% 21
2017
Q2 		$1.45M Sell
28,950
-1,200
-4% -$54.7K 1.44% 18
2017
Q1 		$1.34M Sell
30,150
-300
-1% -$12.5K 1.32% 22
2016
Q4 		$1.17M Sell
30,450
-800
-3% -$31.3K 1.2% 28
2016
Q3 		$1.23M Sell
31,250
-939
-3% -$38.3K 1.27% 21
2016
Q2 		$1.32M Sell
32,189
-800
-2% -$31.9K 1.4% 20
2016
Q1 		$1.35M Hold
32,989
– – 1.4% 18
2015
Q4 		$1.21M Hold
32,989
– – 1.26% 21
2015
Q3 		$1.19M Sell
32,989
-400
-1% -$15.4K 1.31% 20
2015
Q2 		$1.35M Sell
33,389
-800
-2% -$34.7K 1.37% 17
2015
Q1 		$1.48M Sell
34,189
-50
-0.1% -$2.17K 1.51% 13
2014
Q4 		$1.54M Buy
+34,239
New +$1.39M 1.4% 10

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Godshalk Welsh Capital Management's ORCL Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its Oracle (ORCL) stake by 0.84% in Q1 2026, selling an estimated $40.6K and leaving 29,460 shares worth $4.33M. The position accounts for 2.51% of the portfolio, ranked #5.

Godshalk Welsh Capital Management first reported a position in ORCL in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.36M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Godshalk Welsh Capital Management held 29,460 shares of Oracle worth $4.33M as of Q1 2026.
  • Godshalk Welsh Capital Management sold 250 Oracle shares in Q1 2026, an estimated $40.6K.
  • Oracle made up 2.51% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #5 holding.
  • Godshalk Welsh Capital Management first reported a position in Oracle in Q4 2014 and has held it in 46 quarters since.
  • Godshalk Welsh Capital Management's Oracle position peaked at $8.36M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.