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Golden State Equity Partners’s Oracle ORCL Stock Holding History

Golden State Equity Partners’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 		$20.4K Sell
139
-12,335
-99% -$2.24M 0.05% 177
2026
Q1 		$1.84M Buy
12,474
+4,768
+62% +$775K 0.14% 172
2025
Q4 		$1.5M Buy
7,706
+915
+13% +$218K 0.24% 88
2025
Q3 		$1.91M Sell
6,791
-324
-5% -$82.5K 0.32% 63
2025
Q2 		$1.56M Sell
7,115
-606
-8% -$97.9K 0.29% 78
2025
Q1 		$1.08M Sell
7,721
-1,004
-12% -$163K 0.21% 129
2024
Q4 		$1.45M Buy
8,725
+5,461
+167% +$970K 0.28% 83
2024
Q3 		$556K Sell
3,264
-8,515
-72% -$1.23M 0.29% 72
2024
Q2 		$1.66M Buy
+11,779
New +$1.46M 0.35% 66
2023
Q4 		$1.53M Buy
14,544
+3,048
+27% +$333K 0.37% 68
2023
Q3 		$1.22M Buy
11,496
+3,953
+52% +$458K 0.34% 76
2023
Q2 		$898K Buy
7,543
+1,208
+19% +$125K 0.25% 98
2023
Q1 		$589K Buy
+6,335
New +$556K 0.32% 84
2022
Q1 		$412K Sell
4,985
-4,098
-45% -$332K 0.21% 122
2021
Q4 		$792K Sell
9,083
-4,031
-31% -$378K 0.4% 61
2021
Q3 		$1.14M Sell
13,114
-3,585
-21% -$317K 0.47% 51
2021
Q2 		$1.3M Buy
16,699
+5,110
+44% +$400K 0.5% 47
2021
Q1 		$813K Buy
11,589
+6,633
+134% +$429K 0.46% 61
2020
Q4 		$320K Buy
+4,956
New +$295K 0.22% 118

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Golden State Equity Partners's ORCL Position: Q2 2026 in Review

Golden State Equity Partners reduced its Oracle (ORCL) stake by 99% in Q2 2026, selling an estimated $2.24M and leaving 139 shares worth $20.4K. The position accounts for 0.05% of the portfolio, ranked #177.

Golden State Equity Partners first reported a position in ORCL in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.91M in Q3 2025. 1,942 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Golden State Equity Partners held 139 shares of Oracle worth $20.4K as of Q2 2026.
  • Golden State Equity Partners sold 12,335 Oracle shares in Q2 2026, an estimated $2.24M.
  • Oracle made up 0.05% of Golden State Equity Partners's portfolio in Q2 2026, its #177 holding.
  • Golden State Equity Partners first reported a position in Oracle in Q4 2020 and has held it in 19 quarters since.
  • Golden State Equity Partners's Oracle position peaked at $1.91M in Q3 2025.
  • 1,942 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.