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Pine Harbor Wealth Management’s Oracle ORCL Stock Holding History

Pine Harbor Wealth Management’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 		$316K Sell
2,145
-125
-6% -$20.3K 0.09% 75
2025
Q4 		$442K Buy
2,270
+65
+3% +$15.5K 0.14% 61
2025
Q3 		$620K Buy
2,205
+309
+16% +$78.7K 0.2% 51
2025
Q2 		$415K Hold
1,896
– – 0.15% 61
2025
Q1 		$265K Hold
1,896
– – 0.11% 74
2024
Q4 		$316K Hold
1,896
– – 0.13% 67
2024
Q3 		$323K Hold
1,896
– – 0.16% 74
2024
Q2 		$268K Hold
1,896
– – 0.16% 76
2024
Q1 		$238K Buy
+1,896
New +$217K 0.15% 82

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

Pine Harbor Wealth Management's ORCL Position: Q1 2026 in Review

Pine Harbor Wealth Management reduced its Oracle (ORCL) stake by 5.5% in Q1 2026, selling an estimated $20.3K and leaving 2,145 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #75.

Pine Harbor Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $620K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Pine Harbor Wealth Management held 2,145 shares of Oracle worth $316K as of Q1 2026.
  • Pine Harbor Wealth Management sold 125 Oracle shares in Q1 2026, an estimated $20.3K.
  • Oracle made up 0.09% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Pine Harbor Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Pine Harbor Wealth Management's Oracle position peaked at $620K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.