Hengehold Capital Management’s Oracle ORCL Stock Holding History

Hengehold Capital 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	$227K	Buy	1,546 +36	+2%	+$6.52K	0.02%	217
2026 Q1	$222K	Sell	1,510 -9	-0.6%	-$1.46K	0.02%	202
2025 Q4	$296K	Buy	1,519 +89	+6%	+$21.2K	0.02%	184
2025 Q3	$402K	Buy	1,430 +50	+4%	+$12.7K	0.03%	155
2025 Q2	$302K	Buy	+1,380	New	+$223K	0.03%	172
2025 Q1	–	Sell	-1,547	Closed	-$258K	–	206
2024 Q4	$258K	Sell	1,547 -238	-13%	-$42.3K	0.02%	177
2024 Q3	$304K	Buy	1,785 +256	+17%	+$37.1K	0.03%	159
2024 Q2	$216K	Buy	+1,529	New	+$190K	0.02%	181

Other funds holding ORCL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Hengehold Capital Management's ORCL Position: Q2 2026 in Review

Hengehold Capital Management increased its Oracle (ORCL) stake by 2.4% in Q2 2026, buying an estimated $6.52K and bringing the position to 1,546 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #217.

Hengehold Capital Management first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $402K in Q3 2025. 2,009 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Hengehold Capital Management held 1,546 shares of Oracle worth $227K as of Q2 2026.
Hengehold Capital Management bought 36 Oracle shares in Q2 2026, an estimated $6.52K.
Oracle made up 0.02% of Hengehold Capital Management's portfolio in Q2 2026, its #217 holding.
Hengehold Capital Management first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
Hengehold Capital Management's Oracle position peaked at $402K in Q3 2025.
2,009 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.