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Pinnacle West Asset Management’s Oracle ORCL Stock Holding History

Pinnacle West Asset Management’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 		$1.51M Sell
10,285
-200
-2% -$36.2K 1.04% 32
2026
Q1 		$1.54M Sell
10,485
-150
-1% -$24.4K 1.05% 29
2025
Q4 		$2.07M Sell
10,635
-225
-2% -$53.6K 1.35% 21
2025
Q3 		$3.05M Hold
10,860
– – 1.98% 13
2025
Q2 		$2.37M Sell
10,860
-75
-0.7% -$12.1K 1.64% 15
2025
Q1 		$1.53M Sell
10,935
-25
-0.2% -$4.07K 1.1% 32
2024
Q4 		$1.83M Sell
10,960
-85
-0.8% -$15.1K 1.31% 25
2024
Q3 		$1.88M Sell
11,045
-100
-0.9% -$14.5K 1.35% 23
2024
Q2 		$1.57M Hold
11,145
– – 1.22% 27
2024
Q1 		$1.4M Sell
11,145
-300
-3% -$34.3K 1.11% 30
2023
Q4 		$1.21M Buy
11,445
+200
+2% +$21.8K 1.03% 36
2023
Q3 		$1.19M Buy
11,245
+210
+2% +$24.3K 1.17% 30
2023
Q2 		$1.31M Sell
11,035
-65
-0.6% -$6.72K 1.28% 25
2023
Q1 		$1.03M Buy
+11,100
New +$973K 1.08% 31

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 $3.37T AUM 44.26% 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

Pinnacle West Asset Management's ORCL Position: Q2 2026 in Review

Pinnacle West Asset Management reduced its Oracle (ORCL) stake by 1.9% in Q2 2026, selling an estimated $36.2K and leaving 10,285 shares worth $1.51M. The position accounts for 1.04% of the portfolio, ranked #32.

Pinnacle West Asset Management first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.05M in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Pinnacle West Asset Management held 10,285 shares of Oracle worth $1.51M as of Q2 2026.
  • Pinnacle West Asset Management sold 200 Oracle shares in Q2 2026, an estimated $36.2K.
  • Oracle made up 1.04% of Pinnacle West Asset Management's portfolio in Q2 2026, its #32 holding.
  • Pinnacle West Asset Management first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • Pinnacle West Asset Management's Oracle position peaked at $3.05M in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.