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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
Q2 		– Sell
-800
Closed -$118K – 215
2026
Q1 		$118K Buy
+800
New +$130K 0.03% 181

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 $3.38T AUM 44.17% 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

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.