Pine Valley Investments’s Oracle ORCL Stock Holding History

Pine Valley Investments’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	$9.38M	Sell	64,003 -222	-0.3%	-$40.2K	0.37%	69
2026 Q1	$9.45M	Buy	64,225 +4,720	+8%	+$767K	0.43%	59
2025 Q4	$11.6M	Buy	59,505 +7,419	+14%	+$1.77M	0.54%	45
2025 Q3	$14.6M	Sell	52,086 -2,361	-4%	-$601K	0.72%	32
2025 Q2	$11.9M	Sell	54,447 -3,121	-5%	-$504K	0.66%	35
2025 Q1	$8.05M	Buy	57,568 +262	+0.5%	+$42.7K	0.49%	52
2024 Q4	$9.55M	Sell	57,306 -1,770	-3%	-$314K	0.57%	40
2024 Q3	$10.1M	Sell	59,076 -713	-1%	-$103K	0.61%	34
2024 Q2	$8.44M	Buy	59,789 +7,403	+14%	+$919K	0.55%	41
2024 Q1	$6.58M	Sell	52,386 -847	-2%	-$96.9K	0.44%	54
2023 Q4	$5.61M	Buy	53,233 +2,293	+5%	+$250K	0.4%	54
2023 Q3	$5.4M	Buy	50,940 +351	+0.7%	+$40.6K	0.49%	48
2023 Q2	$6.02M	Buy	50,589 +37,210	+278%	+$3.85M	0.59%	38
2023 Q1	$479K	Buy	+13,379	New	+$1.17M	0.07%	183

Other funds holding ORCL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pine Valley Investments's ORCL Position: Q2 2026 in Review

Pine Valley Investments reduced its Oracle (ORCL) stake by 0.35% in Q2 2026, selling an estimated $40.2K and leaving 64,003 shares worth $9.38M. The position accounts for 0.37% of the portfolio, ranked #69.

Pine Valley Investments first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.6M in Q3 2025. 2,009 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Pine Valley Investments held 64,003 shares of Oracle worth $9.38M as of Q2 2026.
Pine Valley Investments sold 222 Oracle shares in Q2 2026, an estimated $40.2K.
Oracle made up 0.37% of Pine Valley Investments's portfolio in Q2 2026, its #69 holding.
Pine Valley Investments first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's Oracle position peaked at $14.6M in Q3 2025.
2,009 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.