Hazlett, Burt & Watson
ORCL icon

Hazlett, Burt & Watson’s Oracle ORCL Stock Holding History

Hazlett, Burt & Watson’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
Q3 		$1.76M Sell
12,845
-23
-0.2% -$3.24K 0.46% 51
2026
Q2 		$1.89M Sell
12,868
-32
-0.2% -$5.8K 0.5% 48
2026
Q1 		$1.9M Sell
12,900
-112
-0.9% -$18.2K 0.59% 40
2025
Q4 		$2.54M Buy
13,012
+222
+2% +$52.9K 0.81% 25
2025
Q3 		$3.6M Buy
12,790
+399
+3% +$102K 1.27% 11
2025
Q2 		$2.71M Sell
12,391
-124
-1% -$20K 1.11% 13
2025
Q1 		$1.75M Sell
12,515
-320
-2% -$52.1K 0.79% 28
2024
Q4 		$2.14M Hold
12,835
– – 0.95% 20
2024
Q3 		$2.19M Buy
12,835
+1
+0% +$145 1.01% 19
2024
Q2 		$1.81M Buy
12,834
+7,601
+145% +$944K 0.93% 22
2024
Q1 		$657K Sell
5,233
-23
-0.4% -$2.63K 0.39% 55
2023
Q4 		$554K Buy
5,256
+2
+0% +$218 0.37% 54
2023
Q3 		$556K Buy
5,254
+1
+0% +$116 0.41% 48
2023
Q2 		$627K Buy
5,253
+428
+9% +$44.3K 0.47% 37
2023
Q1 		$446K Buy
4,825
+25
+0.5% +$2.19K 0.36% 54
2022
Q4 		$392K Sell
4,800
-63
-1% -$4.79K 0.34% 59
2022
Q3 		$298K Buy
4,863
+1
+0% +$73 0.29% 73
2022
Q2 		$339K Hold
4,862
– – 0.31% 67
2022
Q1 		$401K Buy
+4,862
New +$394K 0.32% 64

Other funds holding ORCL

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Hazlett, Burt & Watson's ORCL Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its Oracle (ORCL) stake by 0.18% in Q3 2026, selling an estimated $3.24K and leaving 12,845 shares worth $1.76M. The position accounts for 0.46% of the portfolio, ranked #51.

Hazlett, Burt & Watson first reported a position in ORCL in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.6M in Q3 2025. 1,951 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Hazlett, Burt & Watson held 12,845 shares of Oracle worth $1.76M as of Q3 2026.
  • Hazlett, Burt & Watson sold 23 Oracle shares in Q3 2026, an estimated $3.24K.
  • Oracle made up 0.46% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #51 holding.
  • Hazlett, Burt & Watson first reported a position in Oracle in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's Oracle position peaked at $3.6M in Q3 2025.
  • 1,951 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.