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Heritage Wealth Partners’s Oracle ORCL Stock Holding History

Heritage Wealth Partners’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
2025
Q1 		$371K Buy
2,652
+1,196
+82% +$195K 0.57% 39
2024
Q4 		$243K Buy
1,456
+46
+3% +$8.17K 0.3% 58
2024
Q3 		$240K Buy
+1,410
New +$204K 0.28% 58

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Heritage Wealth Partners's ORCL Position: Q1 2025 in Review

Heritage Wealth Partners increased its Oracle (ORCL) stake by 82% in Q1 2025, buying an estimated $195K and bringing the position to 2,652 shares worth $371K. The position accounts for 0.57% of the portfolio, ranked #39.

Heritage Wealth Partners first reported a position in ORCL in Q3 2024 and has held it in 3 quarters since. 3,256 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Heritage Wealth Partners held 2,652 shares of Oracle worth $371K as of Q1 2025.
  • Heritage Wealth Partners bought 1,196 Oracle shares in Q1 2025, an estimated $195K.
  • Oracle made up 0.57% of Heritage Wealth Partners's portfolio in Q1 2025, its #39 holding.
  • Heritage Wealth Partners first reported a position in Oracle in Q3 2024 and has held it in 3 quarters since.
  • 3,256 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.