Haven Private’s Oracle ORCL Stock Holding History

Haven Private’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	$221K	Hold	1,508	–	–	0.08%	160
2026 Q1	$222K	Buy	+1,508	New	+$245K	0.1%	156
2025 Q3	–	Sell	-1,125	Closed	-$246K	–	179
2025 Q2	$246K	Buy	+1,125	New	+$182K	0.11%	152

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Haven Private's ORCL Position: Q2 2026 in Review

Haven Private held its Oracle (ORCL) position steady in Q2 2026 at 1,508 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #160.

Haven Private first reported a position in ORCL in Q2 2025 and has held it in 3 quarters since. The position peaked at $246K in Q2 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Haven Private held 1,508 shares of Oracle worth $221K as of Q2 2026.
Haven Private left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.08% of Haven Private's portfolio in Q2 2026, its #160 holding.
Haven Private first reported a position in Oracle in Q2 2025 and has held it in 3 quarters since.
Haven Private's Oracle position peaked at $246K in Q2 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.