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Heartland Bank & Trust’s Oracle ORCL Stock Holding History

Heartland Bank & Trust’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 		$550K Sell
3,752
-153
-4% -$27.7K 0.11% 131
2026
Q1 		$574K Buy
3,905
+2,020
+107% +$328K 0.13% 120
2025
Q4 		$367K Sell
1,885
-4
-0.2% -$952 0.16% 114
2025
Q3 		$531K Buy
1,889
+138
+8% +$35.1K 0.22% 101
2025
Q2 		$383K Buy
1,751
+221
+14% +$35.7K 0.18% 117
2025
Q1 		$214K Hold
1,530
– – 0.11% 159
2024
Q4 		$255K Sell
1,530
-167
-10% -$29.7K 0.14% 129
2024
Q3 		$289K Hold
1,697
– – 0.16% 127
2024
Q2 		$240K Hold
1,697
– – 0.14% 134
2024
Q1 		$213K Buy
+1,697
New +$194K 0.12% 138

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

Heartland Bank & Trust's ORCL Position: Q2 2026 in Review

Heartland Bank & Trust reduced its Oracle (ORCL) stake by 3.9% in Q2 2026, selling an estimated $27.7K and leaving 3,752 shares worth $550K. The position accounts for 0.11% of the portfolio, ranked #131.

Heartland Bank & Trust first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $574K in Q1 2026. 3,533 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Heartland Bank & Trust held 3,752 shares of Oracle worth $550K as of Q2 2026.
  • Heartland Bank & Trust sold 153 Oracle shares in Q2 2026, an estimated $27.7K.
  • Oracle made up 0.11% of Heartland Bank & Trust's portfolio in Q2 2026, its #131 holding.
  • Heartland Bank & Trust first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • Heartland Bank & Trust's Oracle position peaked at $574K in Q1 2026.
  • 3,533 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.