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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s ORCL Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its Oracle (ORCL) stake by 1.8% in Q1 2026, buying an estimated $39.7K and bringing the position to 13,668 shares worth $2.01M. The position accounts for 1% of the portfolio, ranked #33.

Heritage Wealth Management (Ohio) first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.79M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Heritage Wealth Management (Ohio) held 13,668 shares of Oracle worth $2.01M as of Q1 2026.
Heritage Wealth Management (Ohio) bought 244 Oracle shares in Q1 2026, an estimated $39.7K.
Oracle made up 1% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #33 holding.
Heritage Wealth Management (Ohio) first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Oracle position peaked at $3.79M in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.