Heritage Family Offices’s Oracle ORCL Stock Holding History

Heritage Family Offices’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	$345K	Buy	2,355 +728	+45%	+$132K	0.13%	127
2026 Q1	$239K	Buy	+1,627	New	+$264K	0.11%	168

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Family Offices's ORCL Position: Q2 2026 in Review

Heritage Family Offices increased its Oracle (ORCL) stake by 45% in Q2 2026, buying an estimated $132K and bringing the position to 2,355 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #127.

Heritage Family Offices first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Heritage Family Offices held 2,355 shares of Oracle worth $345K as of Q2 2026.
Heritage Family Offices bought 728 Oracle shares in Q2 2026, an estimated $132K.
Oracle made up 0.13% of Heritage Family Offices's portfolio in Q2 2026, its #127 holding.
Heritage Family Offices first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.