Pinnacle Wealth Planning Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.73M | Buy |
11,730
+942
| +9% | +$153K | 0.18% | 67 |
|
|
2025
Q4 | $2.1M | Buy |
10,788
+654
| +6% | +$156K | 0.22% | 54 |
|
|
2025
Q3 | $2.85M | Buy |
10,134
+2,192
| +28% | +$558K | 0.33% | 44 |
|
|
2025
Q2 | $1.74M | Buy |
7,942
+125
| +2% | +$20.2K | 0.23% | 55 |
|
|
2025
Q1 | $1.09M | Sell |
7,817
-1,240
| -14% | -$202K | 0.16% | 78 |
|
|
2024
Q4 | $1.51M | Sell |
9,057
-1,386
| -13% | -$246K | 0.23% | 53 |
|
|
2024
Q3 | $1.78M | Sell |
10,443
-63
| -0.6% | -$9.13K | 0.24% | 57 |
|
|
2024
Q2 | $1.48M | Buy |
10,506
+176
| +2% | +$21.9K | 0.21% | 64 |
|
|
2024
Q1 | $1.3M | Buy |
10,330
+447
| +5% | +$51.2K | 0.19% | 79 |
|
|
2023
Q4 | $1.04M | Buy |
9,883
+190
| +2% | +$20.7K | 0.16% | 88 |
|
|
2023
Q3 | $1.03M | Sell |
9,693
-20
| -0.2% | -$2.31K | 0.17% | 84 |
|
|
2023
Q2 | $1.16M | Sell |
9,713
-351
| -3% | -$36.3K | 0.19% | 84 |
|
|
2023
Q1 | $935K | Buy |
10,064
+664
| +7% | +$58.2K | 0.16% | 101 |
|
|
2022
Q4 | $768K | Sell |
9,400
-1,399
| -13% | -$106K | 0.14% | 104 |
|
|
2022
Q3 | $659K | Buy |
10,799
+274
| +3% | +$20.1K | 0.12% | 110 |
|
|
2022
Q2 | $735K | Buy |
10,525
+1,638
| +18% | +$120K | 0.13% | 111 |
|
|
2022
Q1 | $735K | Sell |
8,887
-76
| -0.8% | -$6.16K | 0.13% | 120 |
|
|
2021
Q4 | $782K | Sell |
8,963
-48
| -0.5% | -$4.51K | 0.15% | 102 |
|
|
2021
Q3 | $785K | Buy |
9,011
+455
| +5% | +$40.2K | 0.17% | 91 |
|
|
2021
Q2 | $666K | Buy |
8,556
+32
| +0.4% | +$2.5K | 0.15% | 105 |
|
|
2021
Q1 | $598K | Buy |
8,524
+551
| +7% | +$35.7K | 0.15% | 103 |
|
|
2020
Q4 | $516K | Sell |
7,973
-160
| -2% | -$9.53K | 0.12% | 111 |
|
|
2020
Q3 | $486K | Sell |
8,133
-2
| -0% | -$114 | 0.16% | 104 |
|
|
2020
Q2 | $449K | Sell |
8,135
-200
| -2% | -$10.6K | 0.15% | 118 |
|
|
2020
Q1 | $402K | Sell |
8,335
-391
| -4% | -$20.2K | 0.19% | 105 |
|
|
2019
Q4 | $462K | Buy |
8,726
+2,796
| +47% | +$154K | 0.22% | 98 |
|
|
2019
Q3 | $326K | Sell |
5,930
-415
| -7% | -$22.9K | 0.18% | 116 |
|
|
2019
Q2 | $362K | Buy |
6,345
+671
| +12% | +$36.3K | 0.22% | 90 |
|
|
2019
Q1 | $305K | Sell |
5,674
-532
| -9% | -$27.1K | 0.2% | 100 |
|
|
2018
Q4 | $280K | Sell |
6,206
-957
| -13% | -$45.9K | 0.18% | 96 |
|
|
2018
Q3 | $370K | Buy |
7,163
+1,101
| +18% | +$53.5K | 0.34% | 96 |
|
|
2018
Q2 | $267K | Buy |
6,062
+156
| +3% | +$7.19K | 0.26% | 127 |
|
|
2018
Q1 | $271K | Buy |
+5,906
| New | +$294K | 0.28% | 122 |
|
Other funds holding ORCL
VCM
VPM
Pinnacle Wealth Planning Services's ORCL Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Oracle (ORCL) stake by 8.7% in Q1 2026, buying an estimated $153K and bringing the position to 11,730 shares worth $1.73M. The position accounts for 0.18% of the portfolio, ranked #67.
Pinnacle Wealth Planning Services first reported a position in ORCL in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.85M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Pinnacle Wealth Planning Services held 11,730 shares of Oracle worth $1.73M as of Q1 2026.
- Pinnacle Wealth Planning Services bought 942 Oracle shares in Q1 2026, an estimated $153K.
- Oracle made up 0.18% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #67 holding.
- Pinnacle Wealth Planning Services first reported a position in Oracle in Q1 2018 and has held it in 33 quarters since.
- Pinnacle Wealth Planning Services's Oracle position peaked at $2.85M in Q3 2025.
- 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.