Heritage Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.08M | Sell |
7,309
-2,877
| -28% | -$468K | 0.04% | 77 |
|
|
2025
Q4 | $1.99M | Hold |
10,186
| – | – | 0.08% | 67 |
|
|
2025
Q3 | $2.86M | Hold |
10,186
| – | – | 0.13% | 47 |
|
|
2025
Q2 | $2.23M | Sell |
10,186
-3,071
| -23% | -$496K | 0.11% | 54 |
|
|
2025
Q1 | $1.85M | Hold |
13,257
| – | – | 0.09% | 59 |
|
|
2024
Q4 | $2.21M | Sell |
13,257
-975
| -7% | -$173K | 0.11% | 55 |
|
|
2024
Q3 | $2.43M | Buy |
14,232
+4,081
| +40% | +$591K | 0.11% | 55 |
|
|
2024
Q2 | $1.43M | Hold |
10,151
| – | – | 0.06% | 68 |
|
|
2024
Q1 | $1.28M | Sell |
10,151
-6,735
| -40% | -$771K | 0.06% | 74 |
|
|
2023
Q4 | $1.78M | Hold |
16,886
| – | – | 0.09% | 60 |
|
|
2023
Q3 | $1.79M | Hold |
16,886
| – | – | 0.1% | 56 |
|
|
2023
Q2 | $2.01M | Sell |
16,886
-700
| -4% | -$72.4K | 0.11% | 56 |
|
|
2023
Q1 | $1.63M | Hold |
17,586
| – | – | 0.09% | 56 |
|
|
2022
Q4 | $1.44M | Sell |
17,586
-84
| -0.5% | -$6.38K | 0.08% | 66 |
|
|
2022
Q3 | $1.08M | Sell |
17,670
-113
| -0.6% | -$8.27K | 0.08% | 71 |
|
|
2022
Q2 | $1.24M | Buy |
17,783
+3,550
| +25% | +$260K | 0.09% | 66 |
|
|
2022
Q1 | $1.18M | Sell |
14,233
-26,131
| -65% | -$2.12M | 0.07% | 73 |
|
|
2021
Q4 | $3.52M | Buy |
40,364
+700
| +2% | +$65.7K | 0.19% | 45 |
|
|
2021
Q3 | $3.46M | Buy |
39,664
+733
| +2% | +$64.7K | 0.21% | 47 |
|
|
2021
Q2 | $3.03M | Sell |
38,931
-9,493
| -20% | -$743K | 0.19% | 50 |
|
|
2021
Q1 | $3.4M | Sell |
48,424
-117
| -0.2% | -$7.58K | 0.2% | 44 |
|
|
2020
Q4 | $3.14M | Buy |
48,541
+44,116
| +997% | +$2.63M | 0.2% | 44 |
|
|
2020
Q3 | $264K | Sell |
4,425
-250
| -5% | -$14.2K | 0.03% | 131 |
|
|
2020
Q2 | $258K | Hold |
4,675
| – | – | 0.04% | 127 |
|
|
2020
Q1 | $226K | Hold |
4,675
| – | – | 0.04% | 122 |
|
|
2019
Q4 | $248K | Buy |
4,675
+167
| +4% | +$9.19K | 0.03% | 145 |
|
|
2019
Q3 | $248K | Sell |
4,508
-1,062
| -19% | -$58.7K | 0.04% | 137 |
|
|
2019
Q2 | $317K | Buy |
5,570
+291
| +6% | +$15.7K | 0.05% | 115 |
|
|
2019
Q1 | $284K | Hold |
5,279
| – | – | 0.05% | 113 |
|
|
2018
Q4 | $238K | Hold |
5,279
| – | – | 0.05% | 113 |
|
|
2018
Q3 | $272K | Sell |
5,279
-217
| -4% | -$10.5K | 0.05% | 106 |
|
|
2018
Q2 | $243K | Hold |
5,496
| – | – | 0.09% | 106 |
|
|
2018
Q1 | $252K | Hold |
5,496
| – | – | 0.1% | 99 |
|
|
2017
Q4 | $260K | Buy |
5,496
+217
| +4% | +$10.6K | 0.11% | 96 |
|
|
2017
Q3 | $256K | Buy |
5,279
+144
| +3% | +$7.17K | 0.13% | 90 |
|
|
2017
Q2 | $258K | Buy |
5,135
+250
| +5% | +$11.4K | 0.13% | 87 |
|
|
2017
Q1 | $218K | Buy |
+4,885
| New | +$203K | 0.12% | 89 |
|
|
2016
Q3 | – | Sell |
-5,260
| Closed | -$216K | – | 93 |
|
|
2016
Q2 | $216K | Buy |
+5,260
| New | +$210K | 0.15% | 90 |
|
Other funds holding ORCL
VCM
VPM
Heritage Wealth Advisors's ORCL Position: Q1 2026 in Review
Heritage Wealth Advisors reduced its Oracle (ORCL) stake by 28% in Q1 2026, selling an estimated $468K and leaving 7,309 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #77.
Heritage Wealth Advisors first reported a position in ORCL in Q2 2016 and has held it in 38 quarters since. The position peaked at $3.52M in Q4 2021. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Heritage Wealth Advisors held 7,309 shares of Oracle worth $1.08M as of Q1 2026.
- Heritage Wealth Advisors sold 2,877 Oracle shares in Q1 2026, an estimated $468K.
- Oracle made up 0.04% of Heritage Wealth Advisors's portfolio in Q1 2026, its #77 holding.
- Heritage Wealth Advisors first reported a position in Oracle in Q2 2016 and has held it in 38 quarters since.
- Heritage Wealth Advisors's Oracle position peaked at $3.52M in Q4 2021.
- 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.