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Harbor Investment Advisory’s Oracle ORCL Stock Holding History

Harbor Investment Advisory’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 		$1.71M Sell
11,689
-815
-7% -$148K 0.12% 140
2026
Q1 		$1.84M Sell
12,504
-4,221
-25% -$686K 0.14% 118
2025
Q4 		$3.26M Buy
16,725
+873
+6% +$208K 0.24% 76
2025
Q3 		$4.46M Sell
15,852
-4,489
-22% -$1.14M 0.37% 51
2025
Q2 		$4.45M Buy
20,341
+2,642
+15% +$427K 0.4% 50
2025
Q1 		$2.47M Sell
17,699
-604
-3% -$98.3K 0.24% 78
2024
Q4 		$3.05M Sell
18,303
-625
-3% -$111K 0.29% 70
2024
Q3 		$3.23M Sell
18,928
-1,238
-6% -$179K 0.32% 62
2024
Q2 		$2.85M Sell
20,166
-192
-0.9% -$23.8K 0.3% 65
2024
Q1 		$2.56M Sell
20,358
-3,838
-16% -$439K 0.27% 70
2023
Q4 		$2.55M Buy
24,196
+2,490
+11% +$272K 0.29% 66
2023
Q3 		$2.3M Buy
21,706
+145
+0.7% +$16.8K 0.3% 65
2023
Q2 		$2.57M Sell
21,561
-3,718
-15% -$384K 0.36% 61
2023
Q1 		$2.35M Sell
25,279
-684
-3% -$60K 0.35% 61
2022
Q4 		$2.12M Sell
25,963
-1,925
-7% -$146K 0.33% 67
2022
Q3 		$1.7M Sell
27,888
-1,757
-6% -$129K 0.28% 73
2022
Q2 		$2.07M Sell
29,645
-314
-1% -$23K 0.33% 61
2022
Q1 		$2.48M Sell
29,959
-5,419
-15% -$439K 0.33% 61
2021
Q4 		$3.08M Sell
35,378
-909
-3% -$85.3K 0.39% 52
2021
Q3 		$3.16M Sell
36,287
-529
-1% -$46.7K 0.43% 47
2021
Q2 		$2.87M Sell
36,816
-497
-1% -$38.9K 0.39% 54
2021
Q1 		$2.62M Buy
37,313
+103
+0.3% +$6.67K 0.39% 58
2020
Q4 		$2.41M Buy
37,210
+5,507
+17% +$328K 0.39% 58
2020
Q3 		$1.89M Sell
31,703
-309
-1% -$17.6K 0.36% 64
2020
Q2 		$1.77M Buy
32,012
+1,451
+5% +$76.9K 0.38% 61
2020
Q1 		$1.48M Sell
30,561
-287
-0.9% -$14.8K 0.4% 58
2019
Q4 		$1.63M Buy
+30,848
New +$1.7M 0.38% 68

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbor Investment Advisory's ORCL Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Oracle (ORCL) stake by 6.5% in Q2 2026, selling an estimated $148K and leaving 11,689 shares worth $1.71M. The position accounts for 0.12% of the portfolio, ranked #140.

Harbor Investment Advisory first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.46M in Q3 2025. 1,240 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Harbor Investment Advisory held 11,689 shares of Oracle worth $1.71M as of Q2 2026.
  • Harbor Investment Advisory sold 815 Oracle shares in Q2 2026, an estimated $148K.
  • Oracle made up 0.12% of Harbor Investment Advisory's portfolio in Q2 2026, its #140 holding.
  • Harbor Investment Advisory first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Oracle position peaked at $4.46M in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.