Piedmont Capital Management (Montana)’s Oracle ORCL Stock Holding History

Piedmont Capital Management (Montana)’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	$229K	Buy	1,599 +2	+0.1%	+$362	0.12%	53
2026 Q1	$231K	Buy	1,597 +1	+0.1%	+$163	0.12%	48
2025 Q4	$311K	Buy	1,596 +42	+3%	+$10K	0.16%	42
2025 Q3	$448K	Buy	1,554 +1	+0.1%	+$255	0.24%	39
2025 Q2	$340K	Buy	+1,553	New	+$251K	0.2%	40
2025 Q1	–	Sell	-1,392	Closed	-$231K	–	53
2024 Q4	$231K	Buy	1,392 +1	+0.1%	+$178	0.14%	48
2024 Q3	$247K	Buy	+1,391	New	+$201K	0.15%	48

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 $3.37T AUM 44.26% 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

Piedmont Capital Management (Montana)'s ORCL Position: Q2 2026 in Review

Piedmont Capital Management (Montana) increased its Oracle (ORCL) stake by 0.13% in Q2 2026, buying an estimated $362 and bringing the position to 1,599 shares worth $229K. The position accounts for 0.12% of the portfolio, ranked #53.

Piedmont Capital Management (Montana) first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $448K in Q3 2025. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Piedmont Capital Management (Montana) held 1,599 shares of Oracle worth $229K as of Q2 2026.
Piedmont Capital Management (Montana) bought 2 Oracle shares in Q2 2026, an estimated $362.
Oracle made up 0.12% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #53 holding.
Piedmont Capital Management (Montana) first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
Piedmont Capital Management (Montana)'s Oracle position peaked at $448K in Q3 2025.
3,499 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.