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Heritage Wealth Architects’s Oracle ORCL Stock Holding History

Heritage Wealth Architects’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 		– Sell
-1,394
Closed -$240K – 74
2026
Q1 		$240K Sell
1,394
-14
-1% -$2.28K 0.1% 69
2025
Q4 		$249K Buy
+1,408
New +$335K 0.12% 68

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Heritage Wealth Architects's ORCL Position: Q2 2026 in Review

Heritage Wealth Architects sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,394 shares — an estimated $240K sold.

Heritage Wealth Architects first reported a position in ORCL in Q4 2025 and held it in 2 quarters. The position peaked at $249K in Q4 2025. 1,647 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Heritage Wealth Architects reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Architects sold 1,394 Oracle shares in Q2 2026, an estimated $240K.
  • Heritage Wealth Architects first reported a position in Oracle in Q4 2025 and held it in 2 quarters.
  • Heritage Wealth Architects's Oracle position peaked at $249K in Q4 2025.
  • 1,647 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.