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Heritage Financial Services’s Oracle ORCL Stock Holding History

Heritage Financial Services’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
2025
Q4 		$212K Buy
1,090
+197
+22% +$46.9K 0.02% 120
2025
Q3 		$251K Buy
+893
New +$227K 0.02% 115
2025
Q1 		– Sell
-1,233
Closed -$205K – 126
2024
Q4 		$205K Sell
1,233
-75
-6% -$13.3K 0.03% 113
2024
Q3 		$223K Buy
+1,308
New +$189K 0.03% 101
2022
Q3 		– Sell
-971
Closed -$67K – 343
2022
Q2 		$67K Buy
+971
New +$71.1K 0.04% 140

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Financial Services's ORCL Position: Q4 2025 in Review

Heritage Financial Services increased its Oracle (ORCL) stake by 22% in Q4 2025, buying an estimated $46.9K and bringing the position to 1,090 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #120.

Heritage Financial Services first reported a position in ORCL in Q2 2022 and has held it in 5 quarters since. The position peaked at $251K in Q3 2025. 3,759 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Heritage Financial Services held 1,090 shares of Oracle worth $212K as of Q4 2025.
  • Heritage Financial Services bought 197 Oracle shares in Q4 2025, an estimated $46.9K.
  • Oracle made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #120 holding.
  • Heritage Financial Services first reported a position in Oracle in Q2 2022 and has held it in 5 quarters since.
  • Heritage Financial Services's Oracle position peaked at $251K in Q3 2025.
  • 3,759 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.