HWM
ORCL icon

HB Wealth Management’s Oracle ORCL Stock Holding History

HB Wealth Management’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 		$27.3M Buy
185,529
+1,784
+1% +$290K 0.18% 73
2025
Q4 		$35.8M Sell
183,745
-3,012
-2% -$717K 0.23% 58
2025
Q3 		$52.5M Sell
186,757
-1,385
-0.7% -$353K 0.36% 41
2025
Q2 		$41.1M Sell
188,142
-17,195
-8% -$2.78M 0.33% 44
2025
Q1 		$28.7M Buy
205,337
+19,714
+11% +$3.21M 0.24% 59
2024
Q4 		$30.9M Buy
185,623
+4,581
+3% +$814K 0.32% 38
2024
Q3 		$30.8M Buy
181,042
+4,664
+3% +$676K 0.33% 37
2024
Q2 		$24.9M Buy
176,378
+28,082
+19% +$3.49M 0.29% 39
2024
Q1 		$18.6M Buy
148,296
+7,177
+5% +$821K 0.23% 48
2023
Q4 		$14.9M Buy
141,119
+797
+0.6% +$87K 0.21% 55
2023
Q3 		$14.9M Buy
140,322
+3,820
+3% +$442K 0.24% 50
2023
Q2 		$16.3M Buy
136,502
+3,195
+2% +$330K 0.26% 43
2023
Q1 		$12.4M Buy
133,307
+3,340
+3% +$293K 0.21% 53
2022
Q4 		$10.6M Buy
129,967
+9,517
+8% +$723K 0.19% 60
2022
Q3 		$7.36M Buy
120,450
+12,001
+11% +$879K 0.16% 71
2022
Q2 		$7.58M Buy
108,449
+7,793
+8% +$570K 0.16% 69
2022
Q1 		$8.33M Buy
100,656
+34,770
+53% +$2.82M 0.15% 65
2021
Q4 		$5.75M Buy
+65,886
New +$6.19M 0.12% 72

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

HB Wealth Management's ORCL Position: Q1 2026 in Review

HB Wealth Management increased its Oracle (ORCL) stake by 0.97% in Q1 2026, buying an estimated $290K and bringing the position to 185,529 shares worth $27.3M. The position accounts for 0.18% of the portfolio, ranked #73.

HB Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $52.5M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • HB Wealth Management held 185,529 shares of Oracle worth $27.3M as of Q1 2026.
  • HB Wealth Management bought 1,784 Oracle shares in Q1 2026, an estimated $290K.
  • Oracle made up 0.18% of HB Wealth Management's portfolio in Q1 2026, its #73 holding.
  • HB Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Oracle position peaked at $52.5M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.