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Herold Advisors’s Oracle ORCL Stock Holding History

Herold Advisors’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 		$753K Buy
5,120
+35
+0.7% +$5.69K 0.17% 133
2025
Q4 		$991K Buy
5,085
+3
+0.1% +$714 0.22% 110
2025
Q3 		$1.43M Sell
5,082
-774
-13% -$197K 0.33% 79
2025
Q2 		$1.28M Buy
5,856
+5
+0.1% +$807 0.27% 100
2025
Q1 		$818K Buy
5,851
+738
+14% +$120K 0.18% 132
2024
Q4 		$852K Sell
5,113
-198
-4% -$35.2K 0.19% 139
2024
Q3 		$905K Buy
5,311
+3
+0.1% +$435 0.2% 139
2024
Q2 		$749K Buy
5,308
+4
+0.1% +$497 0.17% 146
2024
Q1 		$666K Sell
5,304
-496
-9% -$56.8K 0.16% 150
2023
Q4 		$612K Sell
5,800
-496
-8% -$54.1K 0.17% 140
2023
Q3 		$667K Buy
6,296
+1,104
+21% +$128K 0.2% 130
2023
Q2 		$618K Sell
5,192
-371
-7% -$38.4K 0.19% 135
2023
Q1 		$517K Buy
5,563
+529
+11% +$46.4K 0.18% 137
2022
Q4 		$411K Buy
5,034
+1,006
+25% +$76.5K 0.17% 132
2022
Q3 		$246K Buy
4,028
+4
+0.1% +$293 0.12% 159
2022
Q2 		$281K Buy
4,024
+5
+0.1% +$366 0.13% 162
2022
Q1 		$333K Buy
4,019
+3
+0.1% +$243 0.12% 153
2021
Q4 		$350K Buy
4,016
+4
+0.1% +$376 0.14% 152
2021
Q3 		$349K Buy
+4,012
New +$354K 0.14% 154

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Herold Advisors's ORCL Position: Q1 2026 in Review

Herold Advisors increased its Oracle (ORCL) stake by 0.69% in Q1 2026, buying an estimated $5.69K and bringing the position to 5,120 shares worth $753K. The position accounts for 0.17% of the portfolio, ranked #133.

Herold Advisors first reported a position in ORCL in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Herold Advisors held 5,120 shares of Oracle worth $753K as of Q1 2026.
  • Herold Advisors bought 35 Oracle shares in Q1 2026, an estimated $5.69K.
  • Oracle made up 0.17% of Herold Advisors's portfolio in Q1 2026, its #133 holding.
  • Herold Advisors first reported a position in Oracle in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Oracle position peaked at $1.43M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.