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Matthew Goff Investment Advisor’s Oracle ORCL Stock Holding History

Matthew Goff Investment Advisor’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 		$11.5M Sell
78,758
-2,076
-3% -$376K 1.95% 17
2026
Q1 		$11.9M Sell
80,834
-352
-0.4% -$57.2K 1.98% 17
2025
Q4 		$15.8M Sell
81,186
-723
-0.9% -$172K 2.8% 10
2025
Q3 		$23M Sell
81,909
-416
-0.5% -$106K 3.94% 7
2025
Q2 		$18M Buy
82,325
+139
+0.2% +$22.4K 3.33% 8
2025
Q1 		$11.5M Buy
82,186
+1,733
+2% +$282K 2.12% 14
2024
Q4 		$13.4M Sell
80,453
-1,037
-1% -$184K 2.49% 13
2024
Q3 		$13.9M Sell
81,490
-428
-0.5% -$62K 2.64% 12
2024
Q2 		$11.6M Sell
81,918
-28,458
-26% -$3.53M 2.36% 14
2024
Q1 		$12.5M Buy
110,376
+25,321
+30% +$2.9M 2.53% 14
2023
Q4 		$8.96M Sell
85,055
-1,387
-2% -$151K 1.99% 18
2023
Q3 		$9.15M Sell
86,442
-2,220
-3% -$257K 2.2% 15
2023
Q2 		$10.6M Sell
88,662
-26,023
-23% -$2.69M 2.48% 13
2023
Q1 		$10.7M Sell
114,685
-2,332
-2% -$204K 2.64% 12
2022
Q4 		$9.56M Sell
117,017
-730
-0.6% -$55.5K 2.49% 13
2022
Q3 		$7.19M Buy
117,747
+102
+0.1% +$7.47K 2.06% 16
2022
Q2 		$8.22M Sell
117,645
-2,300
-2% -$168K 2.21% 15
2022
Q1 		$9.92M Sell
119,945
-3,920
-3% -$317K 2.33% 15
2021
Q4 		$10.8M Sell
123,865
-17,661
-12% -$1.66M 2.47% 13
2021
Q3 		$12.3M Buy
141,526
+1,997
+1% +$176K 3.02% 9
2021
Q2 		$10.9M Buy
139,529
+969
+0.7% +$75.9K 2.76% 12
2021
Q1 		$9.72M Sell
138,560
-2,433
-2% -$158K 2.74% 11
2020
Q4 		$9.12M Buy
140,993
+695
+0.5% +$41.4K 2.71% 12
2020
Q3 		$8.38M Buy
140,298
+1,658
+1% +$94.2K 2.67% 11
2020
Q2 		$7.66M Buy
138,640
+158
+0.1% +$8.37K 2.51% 11
2020
Q1 		$6.69M Buy
138,482
+8,394
+6% +$433K 2.82% 11
2019
Q4 		$6.89M Sell
130,088
-1,540
-1% -$84.8K 2.55% 15
2019
Q3 		$7.24M Buy
131,628
+2,064
+2% +$114K 2.99% 11
2019
Q2 		$7.38M Buy
129,564
+1,636
+1% +$88.5K 3.16% 11
2019
Q1 		$6.87M Sell
127,928
-575
-0.4% -$29.3K 3.17% 11
2018
Q4 		$5.8M Buy
128,503
+2,462
+2% +$118K 2.95% 13
2018
Q3 		$6.5M Buy
126,041
+2,775
+2% +$135K 2.61% 14
2018
Q2 		$5.43M Buy
123,266
+17,966
+17% +$828K 2.12% 16
2018
Q1 		$4.82M Buy
105,300
+8,232
+8% +$409K 2.02% 21
2017
Q4 		$4.59M Buy
97,068
+4,297
+5% +$211K 1.97% 20
2017
Q3 		$4.49M Buy
92,771
+9,186
+11% +$457K 1.93% 21
2017
Q2 		$4.19M Buy
83,585
+8,114
+11% +$370K 3.76% 11
2017
Q1 		$3.37M Buy
+75,471
New +$3.14M 3.22% 11

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Matthew Goff Investment Advisor's ORCL Position: Q2 2026 in Review

Matthew Goff Investment Advisor reduced its Oracle (ORCL) stake by 2.6% in Q2 2026, selling an estimated $376K and leaving 78,758 shares worth $11.5M. The position accounts for 1.95% of the portfolio, ranked #17.

Matthew Goff Investment Advisor first reported a position in ORCL in Q1 2017 and has held it in 38 quarters since. The position peaked at $23M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Matthew Goff Investment Advisor held 78,758 shares of Oracle worth $11.5M as of Q2 2026.
  • Matthew Goff Investment Advisor sold 2,076 Oracle shares in Q2 2026, an estimated $376K.
  • Oracle made up 1.95% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #17 holding.
  • Matthew Goff Investment Advisor first reported a position in Oracle in Q1 2017 and has held it in 38 quarters since.
  • Matthew Goff Investment Advisor's Oracle position peaked at $23M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.