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HBW Advisory Services’s Oracle ORCL Stock Holding History

HBW Advisory Services’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 		$350K Buy
+2,391
New +$433K 0.03% 355
2025
Q4 		– Sell
-1,583
Closed -$445K – 441
2025
Q3 		$445K Buy
+1,583
New +$403K 0.05% 280

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 $3.37T AUM 44.26% 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

HBW Advisory Services's ORCL Position: Q2 2026 in Review

HBW Advisory Services opened a new position in Oracle (ORCL) in Q2 2026: 2,391 shares worth $350K. The stake represents 0.03% of the portfolio and ranks #355 among its holdings. This is a return to the name: HBW Advisory Services previously reported a position in ORCL as recently as Q3 2025.

HBW Advisory Services first reported a position in ORCL in Q3 2025 and has held it in 2 quarters since. The position peaked at $445K in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • HBW Advisory Services held 2,391 shares of Oracle worth $350K as of Q2 2026.
  • Oracle was a new HBW Advisory Services position in Q2 2026.
  • Oracle made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #355 holding.
  • HBW Advisory Services first reported a position in Oracle in Q3 2025 and has held it in 2 quarters since.
  • HBW Advisory Services's Oracle position peaked at $445K in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.