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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
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 $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

HFM Investment Advisors's ORCL Position: Q1 2026 in Review

HFM Investment Advisors reduced its Oracle (ORCL) stake by 33% in Q1 2026, selling an estimated $6.83K and leaving 87 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

HFM Investment Advisors first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $25.1K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • HFM Investment Advisors held 87 shares of Oracle worth $12.8K as of Q1 2026.
  • HFM Investment Advisors sold 42 Oracle shares in Q1 2026, an estimated $6.83K.
  • Oracle made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #110 holding.
  • HFM Investment Advisors first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Oracle position peaked at $25.1K in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.