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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 		– Hold
0
– – – 587
2026
Q1 		– Hold
0
– – – 542
2025
Q4 		– Hold
0
– – – 468

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
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.