Heritage Wealth Management (California)’s Oracle ORCL Stock Holding History

Heritage Wealth Management (California)’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	$542K	Buy	3,701 +100	+3%	+$18.1K	0.21%	61
2026 Q1	$530K	Sell	3,601 -9	-0.2%	-$1.46K	0.29%	57
2025 Q4	$704K	Buy	3,610 +21	+0.6%	+$5K	0.45%	48
2025 Q3	$1.01M	Buy	3,589 +18	+0.5%	+$4.58K	0.68%	41
2025 Q2	$781K	Sell	3,571 -12	-0.3%	-$1.94K	0.52%	45
2025 Q1	$501K	Buy	3,583 +19	+0.5%	+$3.09K	0.38%	48
2024 Q4	$594K	Buy	3,564 +3	+0.1%	+$533	0.43%	44
2024 Q3	$607K	Sell	3,561 -1	-0%	-$145	0.43%	48
2024 Q2	$503K	Sell	3,562 -52	-1%	-$6.46K	0.37%	49
2024 Q1	$454K	Sell	3,614 -35	-1%	-$4.01K	0.34%	48
2023 Q4	$385K	Buy	+3,649	New	+$398K	0.31%	53

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Management (California)'s ORCL Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Oracle (ORCL) stake by 2.8% in Q2 2026, buying an estimated $18.1K and bringing the position to 3,701 shares worth $542K. The position accounts for 0.21% of the portfolio, ranked #61.

Heritage Wealth Management (California) first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Heritage Wealth Management (California) held 3,701 shares of Oracle worth $542K as of Q2 2026.
Heritage Wealth Management (California) bought 100 Oracle shares in Q2 2026, an estimated $18.1K.
Oracle made up 0.21% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #61 holding.
Heritage Wealth Management (California) first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Heritage Wealth Management (California)'s Oracle position peaked at $1.01M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.