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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
Q2 		$777K Buy
5,301
+181
+4% +$32.8K 0.15% 143
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Herold Advisors's ORCL Position: Q2 2026 in Review

Herold Advisors increased its Oracle (ORCL) stake by 3.5% in Q2 2026, buying an estimated $32.8K and bringing the position to 5,301 shares worth $777K. The position accounts for 0.15% of the portfolio, ranked #143.

Herold Advisors first reported a position in ORCL in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.43M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Herold Advisors held 5,301 shares of Oracle worth $777K as of Q2 2026.
  • Herold Advisors bought 181 Oracle shares in Q2 2026, an estimated $32.8K.
  • Oracle made up 0.15% of Herold Advisors's portfolio in Q2 2026, its #143 holding.
  • Herold Advisors first reported a position in Oracle in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Oracle position peaked at $1.43M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.