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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
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 $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

Harmony Asset Management's ORCL Position: Q1 2026 in Review

Harmony Asset Management reduced its Oracle (ORCL) stake by 87% in Q1 2026, selling an estimated $2.66M and leaving 2,484 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #142.

Harmony Asset Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.36M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Harmony Asset Management held 2,484 shares of Oracle worth $365K as of Q1 2026.
  • Harmony Asset Management sold 16,382 Oracle shares in Q1 2026, an estimated $2.66M.
  • Oracle made up 0.11% of Harmony Asset Management's portfolio in Q1 2026, its #142 holding.
  • Harmony Asset Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Harmony Asset Management's Oracle position peaked at $6.36M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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