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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
Q2 		$486K Buy
3,314
+142
+4% +$25.7K 0.08% 115
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 $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 $3.38T AUM 44.17% 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

Gould Asset Management's ORCL Position: Q2 2026 in Review

Gould Asset Management increased its Oracle (ORCL) stake by 4.5% in Q2 2026, buying an estimated $25.7K and bringing the position to 3,314 shares worth $486K. The position accounts for 0.08% of the portfolio, ranked #115.

Gould Asset Management first reported a position in ORCL in Q1 2021 and has held it in 22 quarters since. The position peaked at $966K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Gould Asset Management held 3,314 shares of Oracle worth $486K as of Q2 2026.
  • Gould Asset Management bought 142 Oracle shares in Q2 2026, an estimated $25.7K.
  • Oracle made up 0.08% of Gould Asset Management's portfolio in Q2 2026, its #115 holding.
  • Gould Asset Management first reported a position in Oracle in Q1 2021 and has held it in 22 quarters since.
  • Gould Asset Management's Oracle position peaked at $966K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.