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GW&K Investment Management’s Oracle ORCL Stock Holding History

GW&K Investment 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 		$238K Buy
1,621
+202
+14% +$32.8K ﹤0.01% 385
2025
Q4 		$277K Sell
1,419
-69
-5% -$16.4K ﹤0.01% 373
2025
Q3 		$418K Buy
1,488
+118
+9% +$30K ﹤0.01% 352
2025
Q2 		$300K Buy
1,370
+39
+3% +$6.3K ﹤0.01% 360
2025
Q1 		$186K Buy
1,331
+175
+15% +$28.5K ﹤0.01% 379
2024
Q4 		$193K Buy
1,156
+18
+2% +$3.2K ﹤0.01% 373
2024
Q3 		$194K Buy
1,138
+156
+16% +$22.6K ﹤0.01% 363
2024
Q2 		$139K Buy
982
+156
+19% +$19.4K ﹤0.01% 370
2024
Q1 		$104K Sell
826
-43
-5% -$4.92K ﹤0.01% 372
2023
Q4 		$92K Buy
869
+9
+1% +$982 ﹤0.01% 378
2023
Q3 		$91K Buy
860
+316
+58% +$36.6K ﹤0.01% 368
2023
Q2 		$65K Buy
544
+541
+18,033% +$55.9K ﹤0.01% 372
2023
Q1 		$0 Buy
+3
New +$263 ﹤0.01% 565
2022
Q3 		– Sell
-233
Closed -$16K – 705
2022
Q2 		$16K Buy
233
+96
+70% +$7.03K ﹤0.01% 428
2022
Q1 		$11K Buy
+137
New +$11.1K ﹤0.01% 432
2020
Q4 		– Sell
-100
Closed -$6K – 401
2020
Q3 		$6K Buy
+100
New +$5.68K ﹤0.01% 362

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

GW&K Investment Management's ORCL Position: Q1 2026 in Review

GW&K Investment Management increased its Oracle (ORCL) stake by 14% in Q1 2026, buying an estimated $32.8K and bringing the position to 1,621 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

GW&K Investment Management first reported a position in ORCL in Q3 2020 and has held it in 16 quarters since. The position peaked at $418K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • GW&K Investment Management held 1,621 shares of Oracle worth $238K as of Q1 2026.
  • GW&K Investment Management bought 202 Oracle shares in Q1 2026, an estimated $32.8K.
  • Oracle made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #385 holding.
  • GW&K Investment Management first reported a position in Oracle in Q3 2020 and has held it in 16 quarters since.
  • GW&K Investment Management's Oracle position peaked at $418K in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.