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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldstone Financial Group's ORCL Position: Q1 2026 in Review

Goldstone Financial Group increased its Oracle (ORCL) stake by 7.1% in Q1 2026, buying an estimated $68.6K and bringing the position to 6,335 shares worth $932K. The position accounts for 0.1% of the portfolio, ranked #124.

Goldstone Financial Group first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.57M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Goldstone Financial Group held 6,335 shares of Oracle worth $932K as of Q1 2026.
  • Goldstone Financial Group bought 422 Oracle shares in Q1 2026, an estimated $68.6K.
  • Oracle made up 0.1% of Goldstone Financial Group's portfolio in Q1 2026, its #124 holding.
  • Goldstone Financial Group first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
  • Goldstone Financial Group's Oracle position peaked at $1.57M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.