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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
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 $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 West Asset Management's ORCL Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Oracle (ORCL) stake by 1.4% in Q1 2026, selling an estimated $24.4K and leaving 10,485 shares worth $1.54M. The position accounts for 1.05% of the portfolio, ranked #29.

Pinnacle West Asset Management first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.05M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Pinnacle West Asset Management held 10,485 shares of Oracle worth $1.54M as of Q1 2026.
  • Pinnacle West Asset Management sold 150 Oracle shares in Q1 2026, an estimated $24.4K.
  • Oracle made up 1.05% of Pinnacle West Asset Management's portfolio in Q1 2026, its #29 holding.
  • Pinnacle West Asset Management first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
  • Pinnacle West Asset Management's Oracle position peaked at $3.05M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.