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

Heritage Wealth Management (Ohio)’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	$1.99M	Sell	13,584 -84	-0.6%	-$15.2K	0.5%	55
2026 Q1	$2.01M	Buy	13,668 +244	+2%	+$39.7K	1%	33
2025 Q4	$2.62M	Sell	13,424 -59	-0.4%	-$14K	0.73%	29
2025 Q3	$3.79M	Sell	13,483 -735	-5%	-$187K	1.11%	15
2025 Q2	$3.11M	Sell	14,218 -149	-1%	-$24.1K	1.01%	17
2025 Q1	$2.01M	Sell	14,367 -44	-0.3%	-$7.16K	0.68%	35
2024 Q4	$2.4M	Sell	14,411 -254	-2%	-$45.1K	0.8%	26
2024 Q3	$2.5M	Sell	14,665 -115	-0.8%	-$16.7K	0.82%	27
2024 Q2	$2.14M	Buy	+14,780	New	+$1.84M	0.72%	27

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 $3.37T AUM 44.26% 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 Wealth Management (Ohio)'s ORCL Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Oracle (ORCL) stake by 0.61% in Q2 2026, selling an estimated $15.2K and leaving 13,584 shares worth $1.99M. The position accounts for 0.5% of the portfolio, ranked #55.

Heritage Wealth Management (Ohio) first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.79M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Heritage Wealth Management (Ohio) held 13,584 shares of Oracle worth $1.99M as of Q2 2026.
Heritage Wealth Management (Ohio) sold 84 Oracle shares in Q2 2026, an estimated $15.2K.
Oracle made up 0.5% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #55 holding.
Heritage Wealth Management (Ohio) first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Oracle position peaked at $3.79M in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.