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Gould Asset Management’s Oracle ORCL Stock Holding History

Gould Asset 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
Q1 		$467K Buy
3,172
+62
+2% +$10.1K 0.08% 114
2025
Q4 		$606K Sell
3,110
-326
-9% -$77.6K 0.11% 89
2025
Q3 		$966K Buy
3,436
+56
+2% +$14.3K 0.18% 68
2025
Q2 		$739K Sell
3,380
-270
-7% -$43.6K 0.14% 80
2025
Q1 		$510K Hold
3,650
– – 0.11% 97
2024
Q4 		$608K Buy
3,650
+176
+5% +$31.3K 0.13% 86
2024
Q3 		$592K Sell
3,474
-394
-10% -$57.1K 0.13% 84
2024
Q2 		$546K Buy
3,868
+209
+6% +$26K 0.13% 87
2024
Q1 		$460K Sell
3,659
-20
-0.5% -$2.29K 0.11% 98
2023
Q4 		$388K Buy
3,679
+35
+1% +$3.82K 0.1% 104
2023
Q3 		$386K Buy
3,644
+8
+0.2% +$926 0.11% 95
2023
Q2 		$433K Hold
3,636
– – 0.12% 89
2023
Q1 		$338K Hold
3,636
– – 0.1% 106
2022
Q4 		$297K Hold
3,636
– – 0.09% 115
2022
Q3 		$222K Sell
3,636
-90
-2% -$6.59K 0.08% 116
2022
Q2 		$260K Hold
3,726
– – 0.08% 113
2022
Q1 		$308K Sell
3,726
-75
-2% -$6.07K 0.09% 104
2021
Q4 		$331K Buy
3,801
+361
+10% +$33.9K 0.09% 106
2021
Q3 		$300K Sell
3,440
-1,342
-28% -$119K 0.09% 99
2021
Q2 		$372K Sell
4,782
-5
-0.1% -$391 0.11% 99
2021
Q1 		$336K Buy
+4,787
New +$310K 0.1% 99

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

Gould Asset Management's ORCL Position: Q1 2026 in Review

Gould Asset Management increased its Oracle (ORCL) stake by 2% in Q1 2026, buying an estimated $10.1K and bringing the position to 3,172 shares worth $467K. The position accounts for 0.08% of the portfolio, ranked #114.

Gould Asset Management first reported a position in ORCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $966K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Gould Asset Management held 3,172 shares of Oracle worth $467K as of Q1 2026.
  • Gould Asset Management bought 62 Oracle shares in Q1 2026, an estimated $10.1K.
  • Oracle made up 0.08% of Gould Asset Management's portfolio in Q1 2026, its #114 holding.
  • Gould Asset Management first reported a position in Oracle in Q1 2021 and has held it in 21 quarters since.
  • Gould Asset Management's Oracle position peaked at $966K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.