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Harbor Asset Planning’s Oracle ORCL Stock Holding History

Harbor Asset Planning’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 		$110K Hold
750
– – 0.08% 139
2026
Q1 		$110K Hold
750
– – 0.09% 127
2025
Q4 		$146K Hold
750
– – 0.12% 110
2025
Q3 		$211K Hold
750
– – 0.19% 88
2025
Q2 		$164K Buy
+750
New +$121K 0.16% 96

Other funds holding ORCL

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Harbor Asset Planning's ORCL Position: Q2 2026 in Review

Harbor Asset Planning held its Oracle (ORCL) position steady in Q2 2026 at 750 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #139.

Harbor Asset Planning first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $211K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Harbor Asset Planning held 750 shares of Oracle worth $110K as of Q2 2026.
  • Harbor Asset Planning left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.08% of Harbor Asset Planning's portfolio in Q2 2026, its #139 holding.
  • Harbor Asset Planning first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Oracle position peaked at $211K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.