First Heartland Consultants’s Oracle ORCL Stock Holding History

First Heartland Consultants’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	$334K	Sell	2,277 -6	-0.3%	-$1.09K	0.02%	434
2026 Q1	$336K	Buy	2,283 +24	+1%	+$3.9K	0.03%	374
2025 Q4	$440K	Buy	2,259 +47	+2%	+$11.2K	0.03%	319
2025 Q3	$622K	Sell	2,212 -3	-0.1%	-$764	0.05%	241
2025 Q2	$484K	Sell	2,215 -128	-5%	-$20.7K	0.04%	279
2025 Q1	$328K	Buy	2,343 +581	+33%	+$94.6K	0.03%	329
2024 Q4	$294K	Buy	1,762 +141	+9%	+$25K	0.03%	351
2024 Q3	$276K	Sell	1,621 -3,271	-67%	-$474K	0.03%	357
2024 Q2	$691	Sell	4,892 -167	-3%	-$20.7K	0.05%	214
2024 Q1	$635K	Sell	5,059 -26	-0.5%	-$2.98K	0.07%	218
2023 Q4	$536K	Sell	5,085 -27	-0.5%	-$2.95K	0.06%	206
2023 Q3	$541K	Buy	5,112 +126	+3%	+$14.6K	0.07%	199
2023 Q2	$594K	Sell	4,986 -68	-1%	-$7.03K	0.08%	184
2023 Q1	$470K	Sell	5,054 -60	-1%	-$5.26K	0.07%	206
2022 Q4	$418K	Buy	5,114 +423	+9%	+$32.1K	0.07%	225
2022 Q3	$286	Sell	4,691 -325	-6%	-$23.8K	0.02%	269
2022 Q2	$350K	Hold	5,016	–	–	0.05%	237
2022 Q1	$414K	Sell	5,016 -147	-3%	-$11.9K	0.06%	206
2021 Q4	$450	Sell	5,163 -33	-0.6%	-$3.1K	0.02%	214
2021 Q3	$453K	Sell	5,196 -380	-7%	-$33.6K	0.07%	214
2021 Q2	$434K	Buy	5,576 +69	+1%	+$5.4K	0.07%	235
2021 Q1	$386K	Buy	5,507 +2	+0%	+$129	0.06%	244
2020 Q4	$356K	Sell	5,505 -153	-3%	-$9.11K	0.06%	219
2020 Q3	$338K	Buy	5,658 +2	+0%	+$114	0.06%	192
2020 Q2	$313K	Buy	5,656 +2	+0%	+$106	0.06%	208
2020 Q1	$273K	Sell	5,654 -44	-0.8%	-$2.27K	0.07%	201
2019 Q4	$302K	Sell	5,698 -2	-0%	-$110	0.06%	229
2019 Q3	$314K	Buy	5,700 +105	+2%	+$5.8K	0.07%	221
2019 Q2	$319K	Buy	5,595 +47	+0.8%	+$2.54K	0.08%	205
2019 Q1	$298K	Buy	+5,548	New	+$283K	0.08%	203
2018 Q4	–	Sell	-4,425	Closed	-$228K	–	258
2018 Q3	$228K	Sell	4,425 -3,199	-42%	-$155K	0.07%	228
2018 Q2	$336K	Sell	7,624 -499	-6%	-$23K	0.12%	171
2018 Q1	$372K	Buy	8,123 +2	+0%	+$99	0.11%	190
2017 Q4	$384K	Sell	8,121 -6,128	-43%	-$301K	0.12%	191
2017 Q3	$689K	Sell	14,249 -249	-2%	-$12.4K	0.17%	168
2017 Q2	$727K	Buy	14,498 +1,902	+15%	+$86.7K	0.19%	151
2017 Q1	$562K	Buy	12,596 +234	+2%	+$9.74K	0.16%	179
2016 Q4	$475K	Buy	+12,362	New	+$484K	0.14%	180
2013 Q4	–	Sell	-16,394	Closed	-$549K	–	232
2013 Q3	$549K	Sell	16,394 -2,951	-15%	-$95.7K	0.33%	88
2013 Q2	$594K	Buy	+19,345	New	+$642K	0.34%	76

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Heartland Consultants's ORCL Position: Q2 2026 in Review

First Heartland Consultants reduced its Oracle (ORCL) stake by 0.26% in Q2 2026, selling an estimated $1.09K and leaving 2,277 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #434.

First Heartland Consultants first reported a position in ORCL in Q2 2013 and has held it in 40 quarters since. The position peaked at $727K in Q2 2017. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

First Heartland Consultants held 2,277 shares of Oracle worth $334K as of Q2 2026.
First Heartland Consultants sold 6 Oracle shares in Q2 2026, an estimated $1.09K.
Oracle made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #434 holding.
First Heartland Consultants first reported a position in Oracle in Q2 2013 and has held it in 40 quarters since.
First Heartland Consultants's Oracle position peaked at $727K in Q2 2017.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.