Pinnacle Wealth Management Group’s Oracle ORCL Stock Holding History

Pinnacle Wealth Management 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 Q2	$542K	Hold	3,696	–	–	0.25%	68
2026 Q1	$544K	Hold	3,696	–	–	0.27%	63
2025 Q4	$720K	Hold	3,696	–	–	0.36%	51
2025 Q3	$1.04M	Hold	3,696	–	–	0.53%	43
2025 Q2	$808K	Hold	3,696	–	–	0.46%	42
2025 Q1	$517K	Hold	3,696	–	–	0.36%	50
2024 Q4	$616K	Buy	3,696 +200	+6%	+$35.5K	0.38%	51
2024 Q3	$596K	Hold	3,496	–	–	0.38%	56
2024 Q2	$494K	Hold	3,496	–	–	0.33%	53
2024 Q1	$439K	Hold	3,496	–	–	0.33%	62
2023 Q4	$369K	Hold	3,496	–	–	0.3%	65
2023 Q3	$370K	Hold	3,496	–	–	0.34%	60
2023 Q2	$416K	Hold	3,496	–	–	0.36%	57
2023 Q1	$325K	Hold	3,496	–	–	0.28%	75
2022 Q4	$286K	Hold	3,496	–	–	0.25%	82
2022 Q3	$214K	Hold	3,496	–	–	0.19%	103
2022 Q2	$244K	Hold	3,496	–	–	0.2%	99
2022 Q1	$289K	Hold	3,496	–	–	0.22%	98
2021 Q4	$305K	Hold	3,496	–	–	0.23%	97
2021 Q3	$305K	Hold	3,496	–	–	0.23%	96
2021 Q2	$272K	Buy	+3,496	New	+$274K	0.2%	105

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Pinnacle Wealth Management Group's ORCL Position: Q2 2026 in Review

Pinnacle Wealth Management Group held its Oracle (ORCL) position steady in Q2 2026 at 3,696 shares worth $542K. The position accounts for 0.25% of the portfolio, ranked #68.

Pinnacle Wealth Management Group first reported a position in ORCL in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.04M in Q3 2025. 719 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Pinnacle Wealth Management Group held 3,696 shares of Oracle worth $542K as of Q2 2026.
Pinnacle Wealth Management Group left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.25% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #68 holding.
Pinnacle Wealth Management Group first reported a position in Oracle in Q2 2021 and has held it in 21 quarters since.
Pinnacle Wealth Management Group's Oracle position peaked at $1.04M in Q3 2025.
719 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.