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Henderson Brothers Financial Partners’s Oracle ORCL Stock Holding History

Henderson Brothers Financial Partners’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 		$298K Sell
2,032
-1,826
-47% -$331K 0.14% 62
2026
Q1 		$568K Buy
+3,858
New +$627K 0.14% 59
2025
Q1 		$351K Buy
+1,800
New +$293K 0.18% 51

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

Henderson Brothers Financial Partners's ORCL Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Oracle (ORCL) stake by 47% in Q2 2026, selling an estimated $331K and leaving 2,032 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #62.

Henderson Brothers Financial Partners first reported a position in ORCL in Q1 2025 and has held it in 3 quarters since. The position peaked at $568K in Q1 2026. 3,498 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Henderson Brothers Financial Partners held 2,032 shares of Oracle worth $298K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 1,826 Oracle shares in Q2 2026, an estimated $331K.
  • Oracle made up 0.14% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #62 holding.
  • Henderson Brothers Financial Partners first reported a position in Oracle in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's Oracle position peaked at $568K in Q1 2026.
  • 3,498 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.