Pekin Hardy Strauss
ORCL icon

Pekin Hardy Strauss’s Oracle ORCL Stock Holding History

Pekin Hardy Strauss’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 		$622K Buy
4,530
+2,575
+132% +$363K 0.05% 274
2026
Q2 		$287K Buy
1,955
+30
+2% +$5.44K 0.03% 400
2026
Q1 		$283K Sell
1,925
-5
-0.3% -$813 0.03% 383
2025
Q4 		$376K Buy
1,930
+467
+32% +$111K 0.03% 318
2025
Q3 		$411K Buy
1,463
+318
+28% +$81K 0.04% 279
2025
Q2 		$250K Sell
1,145
-701
-38% -$113K 0.03% 316
2025
Q1 		$258K Sell
1,846
-499
-21% -$81.2K 0.03% 298
2024
Q4 		$391K Sell
2,345
-400
-15% -$71.1K 0.05% 270
2024
Q3 		$468K Sell
2,745
-1,180
-30% -$171K 0.06% 246
2024
Q2 		$554K Sell
3,925
-60
-2% -$7.45K 0.08% 208
2024
Q1 		$501K Buy
+3,985
New +$456K 0.07% 216
2023
Q4 		– Sell
-2,652
Closed -$281K – 326
2023
Q3 		$281K Buy
2,652
+650
+32% +$75.2K 0.04% 242
2023
Q2 		$238K Buy
+2,002
New +$207K 0.03% 265
2022
Q1 		– Sell
-2,295
Closed -$200K – 356
2021
Q4 		$200K Buy
+2,295
New +$215K 0.03% 316
2017
Q3 		– Sell
-5,462
Closed -$274K – 194
2017
Q2 		$274K Buy
+5,462
New +$249K 0.04% 147
2017
Q1 		– Sell
-29,731
Closed -$1.14M – 184
2016
Q4 		$1.14M Sell
29,731
-71
-0.2% -$2.78K 0.1% 73
2016
Q3 		$1.17M Buy
29,802
+1,525
+5% +$62.1K 0.2% 74
2016
Q2 		$1.16M Sell
28,277
-2,046
-7% -$81.7K 0.25% 73
2016
Q1 		$1.24M Sell
30,323
-495
-2% -$18.3K 0.29% 68
2015
Q4 		$1.13M Buy
30,818
+279
+0.9% +$10.7K 0.26% 72
2015
Q3 		$1.1M Buy
30,539
+25,074
+459% +$964K 0.25% 68
2015
Q2 		$220K Buy
5,465
+203
+4% +$8.8K 0.04% 143
2015
Q1 		$227K Sell
5,262
-6,733
-56% -$292K 0.04% 135
2014
Q4 		$540K Buy
11,995
+6,653
+125% +$271K 0.08% 146
2014
Q3 		$204K Buy
5,342
+300
+6% +$12.1K 0.03% 129
2014
Q2 		$204K Hold
5,042
– – 0.03% 132
2014
Q1 		$206K Buy
+5,042
New +$192K 0.03% 124

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Pekin Hardy Strauss's ORCL Position: Q3 2026 in Review

Pekin Hardy Strauss increased its Oracle (ORCL) stake by 132% in Q3 2026, buying an estimated $363K and bringing the position to 4,530 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #274.

Pekin Hardy Strauss first reported a position in ORCL in Q1 2014 and has held it in 27 quarters since. The position peaked at $1.24M in Q1 2016. 2,174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Pekin Hardy Strauss held 4,530 shares of Oracle worth $622K as of Q3 2026.
  • Pekin Hardy Strauss bought 2,575 Oracle shares in Q3 2026, an estimated $363K.
  • Oracle made up 0.05% of Pekin Hardy Strauss's portfolio in Q3 2026, its #274 holding.
  • Pekin Hardy Strauss first reported a position in Oracle in Q1 2014 and has held it in 27 quarters since.
  • Pekin Hardy Strauss's Oracle position peaked at $1.24M in Q1 2016.
  • 2,174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Pekin Hardy Strauss's 13F filing for Q3 2026, filed 2 Nov 2026.