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GWN Securities’s Oracle ORCL Stock Holding History

GWN Securities’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 		$856K Buy
5,839
+4,203
+257% +$762K 0.14% 182
2026
Q1 		$241K Sell
1,636
-2,717
-62% -$442K 0.05% 410
2025
Q4 		$849K Buy
4,353
+3,244
+293% +$772K 0.17% 144
2025
Q3 		$313K Sell
1,109
-675
-38% -$172K 0.07% 281
2025
Q2 		$391K Sell
1,784
-4,832
-73% -$780K 0.07% 254
2025
Q1 		$972K Sell
6,616
-3,478
-34% -$566K 0.05% 310
2024
Q4 		$1.85M Buy
+10,094
New +$1.79M 0.49% 46

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

GWN Securities's ORCL Position: Q2 2026 in Review

GWN Securities increased its Oracle (ORCL) stake by 257% in Q2 2026, buying an estimated $762K and bringing the position to 5,839 shares worth $856K. The position accounts for 0.14% of the portfolio, ranked #182.

GWN Securities first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q4 2024. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • GWN Securities held 5,839 shares of Oracle worth $856K as of Q2 2026.
  • GWN Securities bought 4,203 Oracle shares in Q2 2026, an estimated $762K.
  • Oracle made up 0.14% of GWN Securities's portfolio in Q2 2026, its #182 holding.
  • GWN Securities first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Oracle position peaked at $1.85M in Q4 2024.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.