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Halbert Hargrove Global Advisors’s Oracle ORCL Stock Holding History

Halbert Hargrove Global Advisors’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 		$35.5K Sell
242
-28
-10% -$5.07K ﹤0.01% 233
2026
Q1 		$39.7K Sell
270
-13
-5% -$2.11K ﹤0.01% 206
2025
Q4 		$55.2K Sell
283
-145
-34% -$34.5K ﹤0.01% 180
2025
Q3 		$120K Buy
428
+143
+50% +$36.4K 0.01% 129
2025
Q2 		$62.3K Sell
285
-24
-8% -$3.88K ﹤0.01% 139
2025
Q1 		$43.2K Buy
309
+24
+8% +$3.91K ﹤0.01% 156
2024
Q4 		$47.5K Buy
+285
New +$50.6K ﹤0.01% 154
2023
Q2 		– Sell
-5,120
Closed -$476K – 148
2023
Q1 		$476K Buy
5,120
+128
+3% +$11.2K 0.03% 83
2022
Q4 		$408K Sell
4,992
-95
-2% -$7.22K 0.03% 88
2022
Q3 		$311K Buy
5,087
+152
+3% +$11.1K 0.02% 102
2022
Q2 		$345K Sell
4,935
-15
-0.3% -$1.1K 0.03% 94
2022
Q1 		$409K Sell
4,950
-111
-2% -$8.99K 0.03% 91
2021
Q4 		$441K Sell
5,061
-100
-2% -$9.39K 0.03% 83
2021
Q3 		$450K Sell
5,161
-565
-10% -$49.9K 0.03% 70
2021
Q2 		$445K Buy
5,726
+514
+10% +$40.2K 0.03% 76
2021
Q1 		$366K Buy
5,212
+105
+2% +$6.8K 0.03% 78
2020
Q4 		$330K Sell
5,107
-8
-0.2% -$476 0.03% 75
2020
Q3 		$305K Buy
5,115
+208
+4% +$11.8K 0.03% 71
2020
Q2 		$271K Sell
4,907
-457
-9% -$24.2K 0.04% 67
2020
Q1 		$259K Sell
5,364
-315
-6% -$16.3K 0.05% 60
2019
Q4 		$301K Sell
5,679
-823
-13% -$45.3K 0.08% 57
2019
Q3 		$357K Buy
6,502
+76
+1% +$4.2K 0.09% 54
2019
Q2 		$366K Sell
6,426
-58
-0.9% -$3.14K 0.1% 47
2019
Q1 		$348K Sell
6,484
-67
-1% -$3.41K 1.23% 23
2018
Q4 		$296K Sell
6,551
-165
-2% -$7.91K 0.07% 56
2018
Q3 		$346K Sell
6,716
-406
-6% -$19.7K 0.09% 45
2018
Q2 		$314K Sell
7,122
-291
-4% -$13.4K 0.08% 49
2018
Q1 		$339K Buy
7,413
+942
+15% +$46.8K 0.09% 42
2017
Q4 		$306K Sell
6,471
-369
-5% -$18.1K 0.08% 49
2017
Q3 		$331K Sell
6,840
-41
-0.6% -$2.04K 0.09% 40
2017
Q2 		$345K Sell
6,881
-1,294
-16% -$59K 0.09% 43
2017
Q1 		$364K Buy
8,175
+1,231
+18% +$51.3K 0.09% 47
2016
Q4 		$267K Buy
6,944
+479
+7% +$18.7K 0.07% 60
2016
Q3 		$254K Sell
6,465
-737
-10% -$30K 0.07% 56
2016
Q2 		$295K Buy
7,202
+280
+4% +$11.2K 0.08% 52
2016
Q1 		$283K Sell
6,922
-1,438
-17% -$53.2K 0.1% 50
2015
Q4 		$305K Sell
8,360
-240
-3% -$9.16K 0.13% 64
2015
Q3 		$311K Sell
8,600
-13,520
-61% -$520K 0.15% 57
2015
Q2 		$891K Sell
22,120
-506
-2% -$21.9K 0.22% 32
2015
Q1 		$976K Buy
22,626
+10,792
+91% +$468K 0.31% 31
2014
Q4 		$532K Sell
11,834
-2,519
-18% -$103K 0.27% 38
2014
Q3 		$549K Buy
14,353
+1,994
+16% +$80.7K 0.15% 48
2014
Q2 		$501K Buy
12,359
+1,891
+18% +$77.8K 0.15% 42
2014
Q1 		$428K Buy
10,468
+240
+2% +$9.13K 0.13% 53
2013
Q4 		$391K Sell
10,228
-2,063
-17% -$70.9K 0.12% 59
2013
Q3 		$408K Sell
12,291
-546
-4% -$17.7K 0.14% 53
2013
Q2 		$394K Buy
+12,837
New +$426K 0.14% 54

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Halbert Hargrove Global Advisors's ORCL Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Oracle (ORCL) stake by 10% in Q2 2026, selling an estimated $5.07K and leaving 242 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Halbert Hargrove Global Advisors first reported a position in ORCL in Q2 2013 and has held it in 47 quarters since. The position peaked at $976K in Q1 2015. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Halbert Hargrove Global Advisors held 242 shares of Oracle worth $35.5K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 28 Oracle shares in Q2 2026, an estimated $5.07K.
  • Oracle made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #233 holding.
  • Halbert Hargrove Global Advisors first reported a position in Oracle in Q2 2013 and has held it in 47 quarters since.
  • Halbert Hargrove Global Advisors's Oracle position peaked at $976K in Q1 2015.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.