Clear Harbor Asset Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.4M Buy
29,912
+2,040
+7% +$332K 0.3% 70
2025
Q4
$5.43M Sell
27,872
-400
-1% -$95.2K 0.37% 62
2025
Q3
$7.95M Sell
28,272
-1,901
-6% -$484K 0.55% 42
2025
Q2
$6.6M Sell
30,173
-445
-1% -$71.9K 0.49% 48
2025
Q1
$4.28M Buy
30,618
+354
+1% +$57.6K 0.34% 70
2024
Q4
$5.04M Buy
30,264
+2,882
+11% +$512K 0.4% 62
2024
Q3
$4.67M Sell
27,382
-3,757
-12% -$544K 0.38% 66
2024
Q2
$4.4M Buy
31,139
+105
+0.3% +$13K 0.38% 67
2024
Q1
$3.9M Sell
31,034
-6
-0% -$687 0.34% 71
2023
Q4
$3.27M Buy
31,040
+1,048
+3% +$114K 0.3% 73
2023
Q3
$3.18M Hold
29,992
0.33% 72
2023
Q2
$3.57M Sell
29,992
-5,038
-14% -$521K 0.35% 68
2023
Q1
$3.25M Sell
35,030
-705
-2% -$61.8K 0.34% 73
2022
Q4
$2.92M Sell
35,735
-15
-0% -$1.14K 0.36% 59
2022
Q3
$2.18M Sell
35,750
-360
-1% -$26.4K 0.3% 64
2022
Q2
$2.52M Buy
36,110
+3,725
+12% +$273K 0.34% 60
2022
Q1
$2.68M Buy
32,385
+1,030
+3% +$83.4K 0.3% 62
2021
Q4
$2.73M Sell
31,355
-4,203
-12% -$395K 0.3% 60
2021
Q3
$3.1M Buy
35,558
+960
+3% +$84.8K 0.06% 65
2021
Q2
$2.69M Sell
34,598
-6,447
-16% -$505K 0.33% 63
2021
Q1
$2.88M Buy
41,045
+32,177
+363% +$2.08M 0.38% 55
2020
Q4
$574K Buy
8,868
+2,925
+49% +$174K 0.08% 162
2020
Q3
$355K Hold
5,943
0.06% 189
2020
Q2
$328K Hold
5,943
0.06% 200
2020
Q1
$287K Sell
5,943
-1,900
-24% -$98.1K 0.07% 183
2019
Q4
$416K Sell
7,843
-476
-6% -$26.2K 0.07% 178
2019
Q3
$458K Buy
8,319
+42
+0.5% +$2.32K 0.09% 153
2019
Q2
$472K Sell
8,277
-735
-8% -$39.8K 0.1% 146
2019
Q1
$484K Sell
9,012
-7,092
-44% -$361K 0.1% 141
2018
Q4
$727K Hold
16,104
0.17% 99
2018
Q3
$772K Hold
16,104
0.16% 109
2018
Q2
$710K Sell
16,104
-5,078
-24% -$234K 0.13% 118
2018
Q1
$969K Buy
21,182
+1,757
+9% +$87.3K 0.19% 95
2017
Q4
$918K Sell
19,425
-280
-1% -$13.7K 0.17% 100
2017
Q3
$953K Hold
19,705
0.19% 95
2017
Q2
$994K Buy
19,705
+12,436
+171% +$567K 0.19% 99
2017
Q1
$324K Sell
7,269
-575
-7% -$23.9K 0.07% 181
2016
Q4
$302K Buy
7,844
+325
+4% +$12.7K 0.06% 183
2016
Q3
$295K Hold
7,519
0.06% 184
2016
Q2
$308K Hold
7,519
0.07% 187
2016
Q1
$308K Sell
7,519
-30
-0.4% -$1.11K 0.07% 176
2015
Q4
$276K Sell
7,549
-552
-7% -$21.1K 0.06% 186
2015
Q3
$293K Sell
8,101
-7,384
-48% -$284K 0.07% 201
2015
Q2
$624K Sell
15,485
-2,972
-16% -$129K 0.12% 136
2015
Q1
$796K Buy
18,457
+257
+1% +$11.1K 0.15% 119
2014
Q4
$818K Buy
18,200
+7,170
+65% +$292K 0.17% 117
2014
Q3
$422K Sell
11,030
-500
-4% -$20.2K 0.09% 142
2014
Q2
$467K Sell
11,530
-296
-3% -$12.2K 0.1% 135
2014
Q1
$484K Hold
11,826
0.11% 132
2013
Q4
$452K Hold
11,826
0.11% 123
2013
Q3
$392K Buy
11,826
+3,396
+40% +$110K 0.11% 119
2013
Q2
$259K Buy
+8,430
New +$280K 0.08% 142

Other funds holding ORCL

Clear Harbor Asset Management's ORCL Position: Q1 2026 in Review

Clear Harbor Asset Management increased its Oracle (ORCL) stake by 7.3% in Q1 2026, buying an estimated $332K and bringing the position to 29,912 shares worth $4.4M. The position accounts for 0.3% of the portfolio, ranked #70.

Clear Harbor Asset Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.95M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Clear Harbor Asset Management held 29,912 shares of Oracle worth $4.4M as of Q1 2026.
  • Clear Harbor Asset Management bought 2,040 Oracle shares in Q1 2026, an estimated $332K.
  • Oracle made up 0.3% of Clear Harbor Asset Management's portfolio in Q1 2026, its #70 holding.
  • Clear Harbor Asset Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Clear Harbor Asset Management's Oracle position peaked at $7.95M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.