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Stage Harbor Financial’s Oracle ORCL Stock Holding History

Stage Harbor Financial’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
-1,144
Closed -$223K – 64
2025
Q4 		$223K Sell
1,144
-119
-9% -$28.3K 0.15% 59
2025
Q3 		$355K Buy
1,263
+107
+9% +$27.2K 0.26% 41
2025
Q2 		$253K Buy
+1,156
New +$187K 0.21% 48
2025
Q1 		– Sell
-1,433
Closed -$239K – 62
2024
Q4 		$239K Buy
1,433
+68
+5% +$12.1K 0.21% 50
2024
Q3 		$240K Buy
+1,365
New +$198K 0.22% 42

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

Stage Harbor Financial's ORCL Position: Q1 2026 in Review

Stage Harbor Financial sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,144 shares — an estimated $223K sold.

Stage Harbor Financial first reported a position in ORCL in Q3 2024 and held it in 5 quarters. The position peaked at $355K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Stage Harbor Financial reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Stage Harbor Financial sold 1,144 Oracle shares in Q1 2026, an estimated $223K.
  • Stage Harbor Financial first reported a position in Oracle in Q3 2024 and held it in 5 quarters.
  • Stage Harbor Financial's Oracle position peaked at $355K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.