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Harmony Asset Management’s Oracle ORCL Stock Holding History

Harmony 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 		– Sell
-2,484
Closed -$365K – 213
2026
Q1 		$365K Sell
2,484
-16,382
-87% -$2.66M 0.11% 142
2025
Q4 		$3.68M Sell
18,866
-3,748
-17% -$892K 1.23% 16
2025
Q3 		$6.36M Buy
22,614
+51
+0.2% +$13K 2.19% 8
2025
Q2 		$4.93M Buy
22,563
+486
+2% +$78.5K 1.85% 10
2025
Q1 		$3.09M Buy
22,077
+494
+2% +$80.4K 1.3% 16
2024
Q4 		$3.6M Buy
21,583
+1,155
+6% +$205K 1.43% 16
2024
Q3 		$3.48M Buy
20,428
+306
+2% +$44.3K 1.28% 16
2024
Q2 		$2.84M Sell
20,122
-6,060
-23% -$753K 1.19% 24
2024
Q1 		$3.29M Buy
26,182
+250
+1% +$28.6K 1.36% 21
2023
Q4 		$2.73M Buy
+25,932
New +$2.83M 1.16% 27

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

Harmony Asset Management's ORCL Position: Q2 2026 in Review

Harmony Asset Management sold out of Oracle (ORCL) in Q2 2026, closing a stake of 2,484 shares — an estimated $365K sold.

Harmony Asset Management first reported a position in ORCL in Q4 2023 and held it in 10 quarters. The position peaked at $6.36M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Harmony Asset Management reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Harmony Asset Management sold 2,484 Oracle shares in Q2 2026, an estimated $365K.
  • Harmony Asset Management first reported a position in Oracle in Q4 2023 and held it in 10 quarters.
  • Harmony Asset Management's Oracle position peaked at $6.36M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.