GIM
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Gold Investment Management’s Oracle ORCL Stock Holding History

Gold 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 		$1.6M Sell
10,922
-398
-4% -$72.1K 0.43% 64
2026
Q1 		$1.67M Hold
11,320
– – 0.52% 63
2025
Q4 		$2.21M Sell
11,320
-3,829
-25% -$912K 0.7% 55
2025
Q3 		$4.26M Hold
15,149
– – 1.43% 22
2025
Q2 		$3.31M Buy
15,149
+2,289
+18% +$370K 1.25% 27
2025
Q1 		$1.8M Buy
12,860
+235
+2% +$38.3K 0.76% 56
2024
Q4 		$2.1M Hold
12,625
– – 0.89% 49
2024
Q3 		$2.14M Sell
12,625
-640
-5% -$92.7K 0.9% 43
2024
Q2 		$1.87M Sell
13,265
-313
-2% -$38.9K 0.79% 50
2024
Q1 		$1.71M Hold
13,578
– – 0.69% 57
2023
Q4 		$1.43M Buy
+13,578
New +$1.48M 0.61% 61

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Gold Investment Management reduced its Oracle (ORCL) stake by 3.5% in Q2 2026, selling an estimated $72.1K and leaving 10,922 shares worth $1.6M. The position accounts for 0.43% of the portfolio, ranked #64.

Gold Investment Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.26M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Gold Investment Management held 10,922 shares of Oracle worth $1.6M as of Q2 2026.
  • Gold Investment Management sold 398 Oracle shares in Q2 2026, an estimated $72.1K.
  • Oracle made up 0.43% of Gold Investment Management's portfolio in Q2 2026, its #64 holding.
  • Gold Investment Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Gold Investment Management's Oracle position peaked at $4.26M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.