Harper Investing’s Oracle ORCL Stock Holding History

Harper Investing’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 Q3	$3.13M	Buy	22,764 +2,989	+15%	+$422K	0.97%	34
2026 Q2	$2.9M	Buy	19,775 +5,331	+37%	+$966K	0.98%	33
2026 Q1	$2.12M	Buy	14,444 +12,248	+558%	+$1.99M	0.93%	34
2025 Q4	$428K	Buy	2,196 +593	+37%	+$141K	0.18%	51
2025 Q3	$451K	Buy	1,603 +123	+8%	+$31.3K	0.21%	50
2025 Q2	$324K	Buy	+1,480	New	+$239K	0.18%	53
2025 Q1	–	Sell	-1,987	Closed	-$331K	–	51
2024 Q4	$331K	Hold	1,987	–	–	0.24%	44
2024 Q3	$339K	Buy	+1,987	New	+$288K	0.22%	46
2023 Q3	–	Sell	-2,409	Closed	-$287K	–	19
2023 Q2	$287K	Buy	2,409 +10	+0.4%	+$1.03K	0.33%	12
2023 Q1	$223K	Buy	+2,399	New	+$210K	0.28%	20

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Harper Investing's ORCL Position: Q3 2026 in Review

Harper Investing increased its Oracle (ORCL) stake by 15% in Q3 2026, buying an estimated $422K and bringing the position to 22,764 shares worth $3.13M. The position accounts for 0.97% of the portfolio, ranked #34.

Harper Investing first reported a position in ORCL in Q1 2023 and has held it in 10 quarters since. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Harper Investing held 22,764 shares of Oracle worth $3.13M as of Q3 2026.
Harper Investing bought 2,989 Oracle shares in Q3 2026, an estimated $422K.
Oracle made up 0.97% of Harper Investing's portfolio in Q3 2026, its #34 holding.
Harper Investing first reported a position in Oracle in Q1 2023 and has held it in 10 quarters since.
2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.