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Goldstein Advisors’s Oracle ORCL Stock Holding History

Goldstein Advisors’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 		$481K Buy
3,281
+120
+4% +$21.7K 0.04% 136
2026
Q1 		$465K Sell
3,161
-58
-2% -$9.43K 0.05% 107
2025
Q4 		$627K Sell
3,219
-125
-4% -$29.8K 0.07% 91
2025
Q3 		$940K Buy
3,344
+232
+7% +$59.1K 0.11% 69
2025
Q2 		$680K Sell
3,112
-215
-6% -$34.7K 0.09% 72
2025
Q1 		$465K Sell
3,327
-302
-8% -$49.2K 0.07% 97
2024
Q4 		$605K Buy
3,629
+2,331
+180% +$414K 0.09% 81
2024
Q3 		$221K Buy
+1,298
New +$188K 0.03% 164

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

Goldstein Advisors's ORCL Position: Q2 2026 in Review

Goldstein Advisors increased its Oracle (ORCL) stake by 3.8% in Q2 2026, buying an estimated $21.7K and bringing the position to 3,281 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #136.

Goldstein Advisors first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $940K in Q3 2025. 1,688 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Goldstein Advisors held 3,281 shares of Oracle worth $481K as of Q2 2026.
  • Goldstein Advisors bought 120 Oracle shares in Q2 2026, an estimated $21.7K.
  • Oracle made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #136 holding.
  • Goldstein Advisors first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Goldstein Advisors's Oracle position peaked at $940K in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.