SHF
ORCL icon

Safe Harbor Fiduciary’s Oracle ORCL Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-844
Closed -$165K – 147
2025
Q4 		$165K Buy
+844
New +$201K 0.15% 62
2025
Q2 		$185K Hold
844
– – 0.17% 79
2025
Q1 		$118K Hold
844
– – 0.12% 80
2024
Q4 		$141K Hold
844
– – 0.14% 77
2024
Q3 		$144K Buy
+844
New +$122K 0.13% 77

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

Safe Harbor Fiduciary's ORCL Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Oracle (ORCL) in Q1 2026, closing a stake of 844 shares — an estimated $165K sold.

Safe Harbor Fiduciary first reported a position in ORCL in Q3 2024 and held it in 5 quarters. The position peaked at $185K in Q2 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 844 Oracle shares in Q1 2026, an estimated $165K.
  • Safe Harbor Fiduciary first reported a position in Oracle in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Oracle position peaked at $185K in Q2 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.