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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
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 $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

GWN Securities's ORCL Position: Q1 2026 in Review

GWN Securities reduced its Oracle (ORCL) stake by 62% in Q1 2026, selling an estimated $442K and leaving 1,636 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #410.

GWN Securities first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.85M in Q4 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • GWN Securities held 1,636 shares of Oracle worth $241K as of Q1 2026.
  • GWN Securities sold 2,717 Oracle shares in Q1 2026, an estimated $442K.
  • Oracle made up 0.05% of GWN Securities's portfolio in Q1 2026, its #410 holding.
  • GWN Securities first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Oracle position peaked at $1.85M in Q4 2024.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.