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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gold Investment Management's ORCL Position: Q1 2026 in Review

Gold Investment Management held its Oracle (ORCL) position steady in Q1 2026 at 11,320 shares worth $1.67M. The position accounts for 0.52% of the portfolio, ranked #63.

Gold Investment Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.26M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Gold Investment Management held 11,320 shares of Oracle worth $1.67M as of Q1 2026.
Gold Investment Management left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.52% of Gold Investment Management's portfolio in Q1 2026, its #63 holding.
Gold Investment Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Gold Investment Management's Oracle position peaked at $4.26M in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.