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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
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 $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

McGowan Group Asset Management's ORCL Position: Q1 2026 in Review

McGowan Group Asset Management reduced its Oracle (ORCL) stake by 15% in Q1 2026, selling an estimated $95.4K and leaving 3,233 shares worth $476K. The position accounts for 0.06% of the portfolio, ranked #81.

McGowan Group Asset Management first reported a position in ORCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.11M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • McGowan Group Asset Management held 3,233 shares of Oracle worth $476K as of Q1 2026.
  • McGowan Group Asset Management sold 587 Oracle shares in Q1 2026, an estimated $95.4K.
  • Oracle made up 0.06% of McGowan Group Asset Management's portfolio in Q1 2026, its #81 holding.
  • McGowan Group Asset Management first reported a position in Oracle in Q1 2021 and has held it in 21 quarters since.
  • McGowan Group Asset Management's Oracle position peaked at $1.11M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on McGowan Group Asset Management's 13F filing for Q1 2026, filed 11 May 2026.