HF Advisory Group
ORCL icon

HF Advisory Group’s Oracle ORCL Stock Holding History

HF Advisory Group’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 		$1.47M Sell
10,733
-1,333
-11% -$188K 0.44% 74
2026
Q2 		$1.77M Sell
12,066
-279
-2% -$50.6K 0.55% 62
2026
Q1 		$1.82M Buy
12,345
+5,231
+74% +$850K 0.62% 63
2025
Q4 		$1.39M Sell
7,114
-1,293
-15% -$308K 0.48% 73
2025
Q3 		$2.36M Sell
8,407
-5,918
-41% -$1.51M 0.87% 42
2025
Q2 		$3.13M Sell
14,325
-3,254
-19% -$525K 1.24% 23
2025
Q1 		$2.46M Buy
17,579
+2,475
+16% +$403K 1.07% 29
2024
Q4 		$2.52M Buy
15,104
+386
+3% +$68.6K 1.16% 24
2024
Q3 		$2.51M Buy
14,718
+482
+3% +$69.8K 1.17% 24
2024
Q2 		$2.01M Buy
14,236
+2,530
+22% +$314K 1.04% 29
2024
Q1 		$1.47M Buy
11,706
+3,152
+37% +$361K 0.82% 45
2023
Q4 		$902K Buy
8,554
+2,596
+44% +$283K 0.58% 64
2023
Q3 		$651K Buy
5,958
+1,224
+26% +$142K 0.48% 76
2023
Q2 		$564K Buy
4,734
+1,589
+51% +$164K 0.45% 76
2023
Q1 		$292K Buy
+3,145
New +$276K 0.26% 110

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

HF Advisory Group's ORCL Position: Q3 2026 in Review

HF Advisory Group reduced its Oracle (ORCL) stake by 11% in Q3 2026, selling an estimated $188K and leaving 10,733 shares worth $1.47M. The position accounts for 0.44% of the portfolio, ranked #74.

HF Advisory Group first reported a position in ORCL in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.13M in Q2 2025. 1,060 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • HF Advisory Group held 10,733 shares of Oracle worth $1.47M as of Q3 2026.
  • HF Advisory Group sold 1,333 Oracle shares in Q3 2026, an estimated $188K.
  • Oracle made up 0.44% of HF Advisory Group's portfolio in Q3 2026, its #74 holding.
  • HF Advisory Group first reported a position in Oracle in Q1 2023 and has held it in 15 quarters since.
  • HF Advisory Group's Oracle position peaked at $3.13M in Q2 2025.
  • 1,060 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.