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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
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
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

Haven Private's ORCL Position: Q1 2026 in Review

Haven Private opened a new position in Oracle (ORCL) in Q1 2026: 1,508 shares worth $222K. The stake represents 0.1% of the portfolio and ranks #156 among its holdings. This is a return to the name: Haven Private previously reported a position in ORCL as recently as Q2 2025.

Haven Private first reported a position in ORCL in Q2 2025 and has held it in 2 quarters since. The position peaked at $246K in Q2 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Haven Private held 1,508 shares of Oracle worth $222K as of Q1 2026.
  • Oracle was a new Haven Private position in Q1 2026.
  • Oracle made up 0.1% of Haven Private's portfolio in Q1 2026, its #156 holding.
  • Haven Private first reported a position in Oracle in Q2 2025 and has held it in 2 quarters since.
  • Haven Private's Oracle position peaked at $246K in Q2 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.