Pinion Investment Advisors’s Oracle ORCL Stock Holding History

Pinion Investment Advisors’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	$383K	Buy	2,611 +277	+12%	+$50.2K	0.07%	143
2026 Q1	$343K	Sell	2,334 -500	-18%	-$81.3K	0.08%	136
2025 Q4	$552K	Sell	2,834 -136	-5%	-$32.4K	0.13%	104
2025 Q3	$841K	Buy	2,970 +404	+16%	+$103K	0.23%	78
2025 Q2	$561K	Buy	+2,566	New	+$414K	0.19%	89
2020 Q4	–	Sell	-4,124	Closed	-$228K	–	140
2020 Q3	$228K	Hold	4,124	–	–	0.34%	102
2020 Q2	$228K	Buy	+4,124	New	+$218K	0.34%	102

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinion Investment Advisors's ORCL Position: Q2 2026 in Review

Pinion Investment Advisors increased its Oracle (ORCL) stake by 12% in Q2 2026, buying an estimated $50.2K and bringing the position to 2,611 shares worth $383K. The position accounts for 0.07% of the portfolio, ranked #143.

Pinion Investment Advisors first reported a position in ORCL in Q2 2020 and has held it in 7 quarters since. The position peaked at $841K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Pinion Investment Advisors held 2,611 shares of Oracle worth $383K as of Q2 2026.
Pinion Investment Advisors bought 277 Oracle shares in Q2 2026, an estimated $50.2K.
Oracle made up 0.07% of Pinion Investment Advisors's portfolio in Q2 2026, its #143 holding.
Pinion Investment Advisors first reported a position in Oracle in Q2 2020 and has held it in 7 quarters since.
Pinion Investment Advisors's Oracle position peaked at $841K in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.