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Pines Wealth Management’s Oracle ORCL Stock Holding History

Pines 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 		$1.41M Sell
9,611
-199
-2% -$36.1K 0.41% 67
2026
Q1 		$1.44M Buy
9,810
+7,855
+402% +$1.28M 0.47% 55
2025
Q4 		$381K Buy
1,955
+91
+5% +$21.7K 0.12% 150
2025
Q3 		$524K Buy
1,864
+67
+4% +$17.1K 0.18% 123
2025
Q2 		$426K Buy
+1,797
New +$290K 0.15% 141
2025
Q1 		– Sell
-1,526
Closed -$236K – 211
2024
Q4 		$236K Buy
+1,526
New +$271K 0.1% 186

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

Pines Wealth Management's ORCL Position: Q2 2026 in Review

Pines Wealth Management reduced its Oracle (ORCL) stake by 2% in Q2 2026, selling an estimated $36.1K and leaving 9,611 shares worth $1.41M. The position accounts for 0.41% of the portfolio, ranked #67.

Pines Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q1 2026. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Pines Wealth Management held 9,611 shares of Oracle worth $1.41M as of Q2 2026.
  • Pines Wealth Management sold 199 Oracle shares in Q2 2026, an estimated $36.1K.
  • Oracle made up 0.41% of Pines Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Pines Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Oracle position peaked at $1.44M in Q1 2026.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.