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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pines Wealth Management's ORCL Position: Q1 2026 in Review

Pines Wealth Management increased its Oracle (ORCL) stake by 402% in Q1 2026, buying an estimated $1.28M and bringing the position to 9,810 shares worth $1.44M. The position accounts for 0.47% of the portfolio, ranked #55.

Pines Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 5 quarters since. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Pines Wealth Management held 9,810 shares of Oracle worth $1.44M as of Q1 2026.
Pines Wealth Management bought 7,855 Oracle shares in Q1 2026, an estimated $1.28M.
Oracle made up 0.47% of Pines Wealth Management's portfolio in Q1 2026, its #55 holding.
Pines Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 5 quarters since.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.