PWMAG
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Pinnacle Wealth Management Advisory Group’s Oracle ORCL Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$2.55M Sell
17,351
-490
-3% -$79.6K 0.17% 105
2025
Q4 		$3.48M Buy
17,841
+1,886
+12% +$449K 0.24% 83
2025
Q3 		$4.49M Buy
15,955
+4,497
+39% +$1.15M 0.34% 64
2025
Q2 		$2.51M Buy
11,458
+554
+5% +$89.5K 0.21% 94
2025
Q1 		$1.52M Sell
10,904
-6
-0.1% -$977 0.14% 108
2024
Q4 		$1.82M Buy
10,910
+251
+2% +$44.6K 0.17% 95
2024
Q3 		$1.82M Sell
10,659
-280
-3% -$40.6K 0.17% 97
2024
Q2 		$1.54M Buy
10,939
+53
+0.5% +$6.58K 0.16% 101
2024
Q1 		$1.37M Sell
10,886
-461
-4% -$52.8K 0.15% 105
2023
Q4 		$1.2M Buy
11,347
+339
+3% +$37K 0.14% 107
2023
Q3 		$1.17M Sell
11,008
-52
-0.5% -$6.02K 0.15% 103
2023
Q2 		$1.32M Buy
11,060
+129
+1% +$13.3K 0.16% 101
2023
Q1 		$1.02M Buy
10,931
+109
+1% +$9.56K 0.14% 115
2022
Q4 		$885K Buy
10,822
+4,804
+80% +$365K 0.13% 121
2022
Q3 		$368K Sell
6,018
-2,217
-27% -$162K 0.06% 191
2022
Q2 		$575K Buy
8,235
+2,226
+37% +$163K 0.09% 158
2022
Q1 		$497K Sell
6,009
-383
-6% -$31K 0.07% 181
2021
Q4 		$557K Buy
6,392
+2,100
+49% +$197K 0.09% 166
2021
Q3 		$374K Buy
4,292
+84
+2% +$7.42K 0.09% 163
2021
Q2 		$328K Buy
4,208
+365
+9% +$28.6K 0.08% 171
2021
Q1 		$270K Sell
3,843
-365
-9% -$23.6K 0.08% 160
2020
Q4 		$272K Sell
4,208
-235
-5% -$14K 0.08% 157
2020
Q3 		$265K Hold
4,443
– – 0.09% 152
2020
Q2 		$246K Buy
4,443
+158
+4% +$8.37K 0.09% 153
2020
Q1 		$207K Sell
4,285
-870
-17% -$44.9K 0.1% 145
2019
Q4 		$273K Hold
5,155
– – 0.1% 156
2019
Q3 		$284K Hold
5,155
– – 0.12% 145
2019
Q2 		$294K Sell
5,155
-275
-5% -$14.9K 0.13% 147
2019
Q1 		$292K Sell
5,430
-1
-0% -$51 0.13% 142
2018
Q4 		$245K Buy
5,431
+1
+0% +$48 0.13% 139
2018
Q3 		$280K Buy
5,430
+200
+4% +$9.71K 0.14% 126
2018
Q2 		$230K Sell
5,230
-255
-5% -$11.7K 0.12% 128
2018
Q1 		$251K Sell
5,485
-50
-0.9% -$2.49K 0.14% 118
2017
Q4 		$262K Hold
5,535
– – 0.14% 122
2017
Q3 		$268K Hold
5,535
– – 0.16% 124
2017
Q2 		$278K Sell
5,535
-400
-7% -$18.2K 0.17% 118
2017
Q1 		$265K Buy
5,935
+5
+0.1% +$208 0.18% 109
2016
Q4 		$228K Buy
+5,930
New +$232K 0.16% 115

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

Pinnacle Wealth Management Advisory Group's ORCL Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Oracle (ORCL) stake by 2.7% in Q1 2026, selling an estimated $79.6K and leaving 17,351 shares worth $2.55M. The position accounts for 0.17% of the portfolio, ranked #105.

Pinnacle Wealth Management Advisory Group first reported a position in ORCL in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.49M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 17,351 shares of Oracle worth $2.55M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 490 Oracle shares in Q1 2026, an estimated $79.6K.
  • Oracle made up 0.17% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #105 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Oracle in Q4 2016 and has held it in 38 quarters since.
  • Pinnacle Wealth Management Advisory Group's Oracle position peaked at $4.49M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.