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Hennion & Walsh Asset Management’s Oracle ORCL Stock Holding History

Hennion & Walsh Asset 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 		$5.44M Buy
37,098
+2,448
+7% +$444K 0.16% 172
2026
Q1 		$5.1M Buy
34,650
+5,699
+20% +$926K 0.17% 145
2025
Q4 		$5.64M Buy
28,951
+4,485
+18% +$1.07M 0.19% 117
2025
Q3 		$6.88M Buy
24,466
+7,547
+45% +$1.92M 0.25% 77
2025
Q2 		$3.7M Buy
16,919
+1,649
+11% +$266K 0.15% 167
2025
Q1 		$2.13M Buy
15,270
+5,959
+64% +$970K 0.09% 261
2024
Q4 		$1.55M Buy
9,311
+1,884
+25% +$335K 0.07% 351
2024
Q3 		$1.27M Buy
+7,427
New +$1.08M 0.06% 398

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Hennion & Walsh Asset Management's ORCL Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Oracle (ORCL) stake by 7.1% in Q2 2026, buying an estimated $444K and bringing the position to 37,098 shares worth $5.44M. The position accounts for 0.16% of the portfolio, ranked #172.

Hennion & Walsh Asset Management first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.88M in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Hennion & Walsh Asset Management held 37,098 shares of Oracle worth $5.44M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 2,448 Oracle shares in Q2 2026, an estimated $444K.
  • Oracle made up 0.16% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #172 holding.
  • Hennion & Walsh Asset Management first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Hennion & Walsh Asset Management's Oracle position peaked at $6.88M in Q3 2025.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.