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Golden State Wealth Management’s Oracle ORCL Stock Holding History

Golden State Wealth 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 		$467K Buy
3,189
+140
+5% +$25.4K 0.04% 293
2026
Q1 		$449K Buy
3,049
+202
+7% +$32.8K 0.05% 267
2025
Q4 		$555K Sell
2,847
-181
-6% -$43.1K 0.06% 233
2025
Q3 		$852K Buy
3,028
+448
+17% +$114K 0.09% 168
2025
Q2 		$564K Sell
2,580
-12
-0.5% -$1.94K 0.07% 209
2025
Q1 		$362K Buy
2,592
+191
+8% +$31.1K 0.05% 266
2024
Q4 		$400K Buy
+2,401
New +$427K 0.06% 225
2022
Q1 		– Sell
-5,520
Closed -$481K – 344
2021
Q4 		$481K Buy
+5,520
New +$518K 0.08% 219
2021
Q1 		– Sell
-5,517
Closed -$357K – 226
2020
Q4 		$357K Buy
5,517
+3,743
+211% +$223K 0.1% 155
2020
Q3 		$106K Sell
1,774
-1,845
-51% -$105K 0.04% 249
2020
Q2 		$200K Buy
3,619
+1,333
+58% +$70.6K 0.06% 182
2020
Q1 		$110K Sell
2,286
-28,960
-93% -$1.49M 0.05% 236
2019
Q4 		$1.66M Buy
31,246
+28,772
+1,163% +$1.58M 0.32% 22
2019
Q3 		$136K Sell
2,474
-2,128
-46% -$118K 0.04% 265
2019
Q2 		$262K Sell
4,602
-765
-14% -$41.4K 0.08% 186
2019
Q1 		$288K Buy
+5,367
New +$273K 0.1% 174

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

Golden State Wealth Management's ORCL Position: Q2 2026 in Review

Golden State Wealth Management increased its Oracle (ORCL) stake by 4.6% in Q2 2026, buying an estimated $25.4K and bringing the position to 3,189 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #293.

Golden State Wealth Management first reported a position in ORCL in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.66M in Q4 2019. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Golden State Wealth Management held 3,189 shares of Oracle worth $467K as of Q2 2026.
  • Golden State Wealth Management bought 140 Oracle shares in Q2 2026, an estimated $25.4K.
  • Oracle made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Golden State Wealth Management first reported a position in Oracle in Q1 2019 and has held it in 16 quarters since.
  • Golden State Wealth Management's Oracle position peaked at $1.66M in Q4 2019.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.