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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinion Investment Advisors's ORCL Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Oracle (ORCL) stake by 18% in Q1 2026, selling an estimated $81.3K and leaving 2,334 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #136.

Pinion Investment Advisors first reported a position in ORCL in Q2 2020 and has held it in 6 quarters since. The position peaked at $841K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Pinion Investment Advisors held 2,334 shares of Oracle worth $343K as of Q1 2026.
  • Pinion Investment Advisors sold 500 Oracle shares in Q1 2026, an estimated $81.3K.
  • Oracle made up 0.08% of Pinion Investment Advisors's portfolio in Q1 2026, its #136 holding.
  • Pinion Investment Advisors first reported a position in Oracle in Q2 2020 and has held it in 6 quarters since.
  • Pinion Investment Advisors's Oracle position peaked at $841K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.