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Goelzer Investment Management’s Oracle ORCL Stock Holding History

Goelzer Investment 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
Q2 		$1.19M Buy
8,152
+202
+3% +$36.6K 0.05% 168
2026
Q1 		$1.17M Buy
7,950
+730
+10% +$119K 0.06% 161
2025
Q4 		$1.41M Hold
7,220
– – 0.07% 143
2025
Q3 		$2.03M Sell
7,220
-105
-1% -$26.7K 0.11% 127
2025
Q2 		$1.6M Buy
7,325
+495
+7% +$79.9K 0.09% 137
2025
Q1 		$955K Sell
6,830
-8
-0.1% -$1.3K 0.06% 144
2024
Q4 		$1.14M Buy
6,838
+646
+10% +$115K 0.07% 140
2024
Q3 		$1.06M Sell
6,192
-113
-2% -$16.4K 0.06% 141
2024
Q2 		$890K Sell
6,305
-1,187
-16% -$147K 0.05% 144
2024
Q1 		$941K Buy
7,492
+1,500
+25% +$172K 0.05% 145
2023
Q4 		$632K Hold
5,992
– – 0.04% 163
2023
Q3 		$635K Sell
5,992
-93
-2% -$10.8K 0.04% 151
2023
Q2 		$725K Sell
6,085
-50
-0.8% -$5.17K 0.06% 148
2023
Q1 		$570K Sell
6,135
-200
-3% -$17.5K 0.05% 164
2022
Q4 		$518K Hold
6,335
– – 0.04% 179
2022
Q3 		$387K Hold
6,335
– – 0.04% 193
2022
Q2 		$443K Hold
6,335
– – 0.04% 185
2022
Q1 		$524K Sell
6,335
-600
-9% -$48.6K 0.05% 169
2021
Q4 		$605K Sell
6,935
-92
-1% -$8.64K 0.05% 170
2021
Q3 		$612K Sell
7,027
-82
-1% -$7.24K 0.05% 167
2021
Q2 		$553K Sell
7,109
-4
-0.1% -$313 0.05% 174
2021
Q1 		$499K Sell
7,113
-17,082
-71% -$1.11M 0.04% 175
2020
Q4 		$1.56M Sell
24,195
-4,440
-16% -$264K 0.14% 145
2020
Q3 		$1.71M Sell
28,635
-826
-3% -$46.9K 0.16% 142
2020
Q2 		$1.63M Sell
29,461
-1,638
-5% -$86.8K 0.16% 144
2020
Q1 		$1.5M Sell
31,099
-2,718
-8% -$140K 0.17% 138
2019
Q4 		$1.79M Sell
33,817
-4,262
-11% -$235K 0.15% 154
2019
Q3 		$2.1M Sell
38,079
-515
-1% -$28.4K 0.19% 135
2019
Q2 		$2.2M Sell
38,594
-1,271
-3% -$68.8K 0.2% 136
2019
Q1 		$2.14M Sell
39,865
-89,519
-69% -$4.56M 0.2% 139
2018
Q4 		$5.84M Sell
129,384
-9,339
-7% -$448K 0.75% 42
2018
Q3 		$7.15M Sell
138,723
-1,736
-1% -$84.3K 0.8% 42
2018
Q2 		$6.19M Sell
140,459
-1,430
-1% -$65.9K 0.72% 47
2018
Q1 		$6.49M Buy
141,889
+9,588
+7% +$477K 0.78% 39
2017
Q4 		$6.25M Buy
132,301
+24,657
+23% +$1.21M 0.7% 47
2017
Q3 		$5.21M Buy
107,644
+1,430
+1% +$71.2K 0.61% 61
2017
Q2 		$5.33M Buy
106,214
+4,947
+5% +$225K 0.65% 53
2017
Q1 		$4.52M Sell
101,267
-2,050
-2% -$85.4K 0.56% 73
2016
Q4 		$3.97M Buy
103,317
+14,587
+16% +$571K 0.52% 85
2016
Q3 		$3.48M Sell
88,730
-1,590
-2% -$64.8K 0.47% 88
2016
Q2 		$3.7M Sell
90,320
-1,591
-2% -$63.5K 0.51% 79
2016
Q1 		$3.76M Buy
91,911
+1,454
+2% +$53.8K 0.54% 77
2015
Q4 		$3.3M Buy
90,457
+1,300
+1% +$49.6K 0.48% 86
2015
Q3 		$3.22M Buy
89,157
+1,027
+1% +$39.5K 0.51% 83
2015
Q2 		$3.55M Buy
88,130
+853
+1% +$37K 0.54% 81
2015
Q1 		$3.77M Buy
87,277
+1,798
+2% +$77.9K 0.57% 79
2014
Q4 		$3.84M Buy
85,479
+22,278
+35% +$907K 0.58% 78
2014
Q3 		$2.42M Buy
63,201
+205
+0.3% +$8.3K 0.4% 111
2014
Q2 		$2.55M Sell
62,996
-106,132
-63% -$4.37M 0.42% 111
2014
Q1 		$6.92M Sell
169,128
-6,350
-4% -$242K 1.23% 10
2013
Q4 		$6.71M Buy
175,478
+1,140
+0.7% +$39.2K 1.22% 12
2013
Q3 		$5.78M Sell
174,338
-185,488
-52% -$6.02M 1.18% 16
2013
Q2 		$11.1M Buy
+359,826
New +$11.9M 1.18% 16

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Goelzer Investment Management's ORCL Position: Q2 2026 in Review

Goelzer Investment Management increased its Oracle (ORCL) stake by 2.5% in Q2 2026, buying an estimated $36.6K and bringing the position to 8,152 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #168.

Goelzer Investment Management first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.1M in Q2 2013. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Goelzer Investment Management held 8,152 shares of Oracle worth $1.19M as of Q2 2026.
  • Goelzer Investment Management bought 202 Oracle shares in Q2 2026, an estimated $36.6K.
  • Oracle made up 0.05% of Goelzer Investment Management's portfolio in Q2 2026, its #168 holding.
  • Goelzer Investment Management first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's Oracle position peaked at $11.1M in Q2 2013.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.