Herold Advisors
ORCL icon

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
Q3 		$714K Sell
5,203
-98
-2% -$13.8K 0.14% 146
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Herold Advisors's ORCL Position: Q3 2026 in Review

Herold Advisors reduced its Oracle (ORCL) stake by 1.8% in Q3 2026, selling an estimated $13.8K and leaving 5,203 shares worth $714K. The position accounts for 0.14% of the portfolio, ranked #146.

Herold Advisors first reported a position in ORCL in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.43M in Q3 2025. 993 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Herold Advisors held 5,203 shares of Oracle worth $714K as of Q3 2026.
  • Herold Advisors sold 98 Oracle shares in Q3 2026, an estimated $13.8K.
  • Oracle made up 0.14% of Herold Advisors's portfolio in Q3 2026, its #146 holding.
  • Herold Advisors first reported a position in Oracle in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Oracle position peaked at $1.43M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.