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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
Q2 		$314K Hold
2,145
– – 0.08% 83
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pine Harbor Wealth Management's ORCL Position: Q2 2026 in Review

Pine Harbor Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 2,145 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #83.

Pine Harbor Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $620K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Pine Harbor Wealth Management held 2,145 shares of Oracle worth $314K as of Q2 2026.
  • Pine Harbor Wealth Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.08% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Pine Harbor Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • Pine Harbor Wealth Management's Oracle position peaked at $620K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.