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McGowan Group Asset Management’s Oracle ORCL Stock Holding History

McGowan Group 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 		$474K Buy
3,234
+1
+0% +$181 0.06% 83
2026
Q1 		$476K Sell
3,233
-587
-15% -$95.4K 0.06% 81
2025
Q4 		$745K Sell
3,820
-111
-3% -$26.4K 0.09% 67
2025
Q3 		$1.11M Buy
3,931
+21
+0.5% +$5.35K 0.14% 54
2025
Q2 		$855K Buy
3,910
+1
+0% +$161 0.11% 64
2025
Q1 		$546K Buy
3,909
+16
+0.4% +$2.6K 0.07% 74
2024
Q4 		$649K Buy
3,893
+1
+0% +$178 0.09% 68
2024
Q3 		$663K Buy
3,892
+1
+0% +$145 0.09% 65
2024
Q2 		$549K Sell
3,891
-499
-11% -$62K 0.08% 71
2024
Q1 		$551K Sell
4,390
-18
-0.4% -$2.06K 0.08% 72
2023
Q4 		$465K Buy
4,408
+1
+0% +$109 0.07% 75
2023
Q3 		$467K Buy
4,407
+2
+0% +$232 0.07% 78
2023
Q2 		$525K Buy
4,405
+1
+0% +$103 0.08% 84
2023
Q1 		$409K Buy
4,404
+1
+0% +$88 0.06% 87
2022
Q4 		$360K Buy
4,403
+1,002
+29% +$76.1K 0.06% 95
2022
Q3 		$208K Buy
3,401
+501
+17% +$36.7K 0.04% 113
2022
Q2 		$203K Buy
2,900
+1
+0% +$73 0.03% 118
2022
Q1 		$240K Buy
2,899
+2
+0.1% +$162 0.04% 111
2021
Q4 		$253K Buy
2,897
+5
+0.2% +$469 0.04% 107
2021
Q3 		$252K Buy
2,892
+7
+0.2% +$618 0.04% 96
2021
Q2 		$225K Hold
2,885
– – 0.04% 105
2021
Q1 		$202K Buy
+2,885
New +$187K 0.03% 108

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 $3.37T AUM 44.26% 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

McGowan Group Asset Management's ORCL Position: Q2 2026 in Review

McGowan Group Asset Management increased its Oracle (ORCL) stake by 0.03% in Q2 2026, buying an estimated $181 and bringing the position to 3,234 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #83.

McGowan Group Asset Management first reported a position in ORCL in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.11M in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • McGowan Group Asset Management held 3,234 shares of Oracle worth $474K as of Q2 2026.
  • McGowan Group Asset Management bought 1 Oracle share in Q2 2026, an estimated $181.
  • Oracle made up 0.06% of McGowan Group Asset Management's portfolio in Q2 2026, its #83 holding.
  • McGowan Group Asset Management first reported a position in Oracle in Q1 2021 and has held it in 22 quarters since.
  • McGowan Group Asset Management's Oracle position peaked at $1.11M in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.