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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
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

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

Pekin Hardy Strauss's ORCL Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its Oracle (ORCL) stake by 0.26% in Q1 2026, selling an estimated $813 and leaving 1,925 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #383.

Pekin Hardy Strauss first reported a position in ORCL in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.24M in Q1 2016. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Pekin Hardy Strauss held 1,925 shares of Oracle worth $283K as of Q1 2026.
  • Pekin Hardy Strauss sold 5 Oracle shares in Q1 2026, an estimated $813.
  • Oracle made up 0.03% of Pekin Hardy Strauss's portfolio in Q1 2026, its #383 holding.
  • Pekin Hardy Strauss first reported a position in Oracle in Q1 2014 and has held it in 25 quarters since.
  • Pekin Hardy Strauss's Oracle position peaked at $1.24M in Q1 2016.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.