HWM
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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
Q2 		$29M Buy
197,825
+12,296
+7% +$2.23M 0.16% 79
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HB Wealth Management's ORCL Position: Q2 2026 in Review

HB Wealth Management increased its Oracle (ORCL) stake by 6.6% in Q2 2026, buying an estimated $2.23M and bringing the position to 197,825 shares worth $29M. The position accounts for 0.16% of the portfolio, ranked #79.

HB Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $52.5M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • HB Wealth Management held 197,825 shares of Oracle worth $29M as of Q2 2026.
  • HB Wealth Management bought 12,296 Oracle shares in Q2 2026, an estimated $2.23M.
  • Oracle made up 0.16% of HB Wealth Management's portfolio in Q2 2026, its #79 holding.
  • HB Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Oracle position peaked at $52.5M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.