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HFM Investment Advisors’s Oracle ORCL Stock Holding History

HFM Investment 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 		$9.09K Sell
62
-25
-29% -$4.53K ﹤0.01% 121
2026
Q1 		$12.8K Sell
87
-42
-33% -$6.83K ﹤0.01% 110
2025
Q4 		$25.1K Buy
129
+96
+291% +$22.9K 0.01% 79
2025
Q3 		$9.28K Buy
33
+14
+74% +$3.56K ﹤0.01% 86
2025
Q2 		$4.15K Buy
19
+9
+90% +$1.45K ﹤0.01% 131
2025
Q1 		$1.4K Buy
+10
New +$1.63K ﹤0.01% 141

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's ORCL Position: Q2 2026 in Review

HFM Investment Advisors reduced its Oracle (ORCL) stake by 29% in Q2 2026, selling an estimated $4.53K and leaving 62 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

HFM Investment Advisors first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.1K in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • HFM Investment Advisors held 62 shares of Oracle worth $9.09K as of Q2 2026.
  • HFM Investment Advisors sold 25 Oracle shares in Q2 2026, an estimated $4.53K.
  • Oracle made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • HFM Investment Advisors first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Oracle position peaked at $25.1K in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.