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Oak Harvest Investment Services’s Oracle ORCL Stock Holding History

Oak Harvest Investment Services’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 Sell
1,509
-378
-20% -$68.5K 0.02% 155
2026
Q1 		$278K Sell
1,887
-1,238
-40% -$201K 0.03% 145
2025
Q4 		$609K Sell
3,125
-28,752
-90% -$6.85M 0.07% 126
2025
Q3 		$8.96M Sell
31,877
-20,140
-39% -$5.13M 1.05% 30
2025
Q2 		$11.4M Buy
52,017
+1,274
+3% +$206K 1.42% 21
2025
Q1 		$7.09M Buy
50,743
+3,915
+8% +$637K 0.99% 36
2024
Q4 		$7.8M Buy
46,828
+324
+0.7% +$57.6K 1.09% 31
2024
Q3 		$7.92M Sell
46,504
-303
-0.6% -$43.9K 1.14% 31
2024
Q2 		$6.61M Sell
46,807
-418
-0.9% -$51.9K 1.03% 37
2024
Q1 		$5.93M Buy
47,225
+32,046
+211% +$3.67M 0.97% 39
2023
Q4 		$1.6M Buy
15,179
+2,035
+15% +$222K 0.32% 59
2023
Q3 		$1.39M Buy
13,144
+3,482
+36% +$403K 0.29% 58
2023
Q2 		$1.15M Sell
9,662
-3,528
-27% -$365K 0.26% 60
2023
Q1 		$1.23M Buy
13,190
+6,822
+107% +$598K 0.28% 65
2022
Q4 		$520K Buy
6,368
+1,362
+27% +$104K 0.14% 70
2022
Q3 		$306K Buy
+5,006
New +$366K 0.08% 79

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oak Harvest Investment Services's ORCL Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Oracle (ORCL) stake by 20% in Q2 2026, selling an estimated $68.5K and leaving 1,509 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #155.

Oak Harvest Investment Services first reported a position in ORCL in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.4M in Q2 2025. 1,246 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Oak Harvest Investment Services held 1,509 shares of Oracle worth $221K as of Q2 2026.
  • Oak Harvest Investment Services sold 378 Oracle shares in Q2 2026, an estimated $68.5K.
  • Oracle made up 0.02% of Oak Harvest Investment Services's portfolio in Q2 2026, its #155 holding.
  • Oak Harvest Investment Services first reported a position in Oracle in Q3 2022 and has held it in 16 quarters since.
  • Oak Harvest Investment Services's Oracle position peaked at $11.4M in Q2 2025.
  • 1,246 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.