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Goldstone Financial Group’s Oracle ORCL Stock Holding History

Goldstone Financial Group’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 		$899K Sell
6,137
-198
-3% -$35.9K 0.08% 132
2026
Q1 		$932K Buy
6,335
+422
+7% +$68.6K 0.1% 124
2025
Q4 		$1.15M Buy
5,913
+342
+6% +$81.4K 0.13% 101
2025
Q3 		$1.57M Sell
5,571
-75
-1% -$19.1K 0.19% 78
2025
Q2 		$1.34M Buy
5,646
+23
+0.4% +$3.71K 0.18% 79
2025
Q1 		$786K Buy
5,623
+151
+3% +$24.6K 0.12% 107
2024
Q4 		$912K Buy
5,472
+252
+5% +$44.8K 0.14% 93
2024
Q3 		$889K Buy
5,220
+122
+2% +$17.7K 0.15% 94
2024
Q2 		$720K Buy
5,098
+163
+3% +$20.2K 0.14% 96
2024
Q1 		$620K Buy
4,935
+3
+0.1% +$343 0.14% 93
2023
Q4 		$520K Buy
4,932
+750
+18% +$81.9K 0.13% 97
2023
Q3 		$443K Buy
4,182
+64
+2% +$7.41K 0.13% 99
2023
Q2 		$490K Buy
4,118
+101
+3% +$10.4K 0.14% 94
2023
Q1 		$373K Buy
+4,017
New +$352K 0.12% 100

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

Goldstone Financial Group's ORCL Position: Q2 2026 in Review

Goldstone Financial Group reduced its Oracle (ORCL) stake by 3.1% in Q2 2026, selling an estimated $35.9K and leaving 6,137 shares worth $899K. The position accounts for 0.08% of the portfolio, ranked #132.

Goldstone Financial Group first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.57M in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Goldstone Financial Group held 6,137 shares of Oracle worth $899K as of Q2 2026.
  • Goldstone Financial Group sold 198 Oracle shares in Q2 2026, an estimated $35.9K.
  • Oracle made up 0.08% of Goldstone Financial Group's portfolio in Q2 2026, its #132 holding.
  • Goldstone Financial Group first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Oracle position peaked at $1.57M in Q3 2025.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.