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HHM Wealth Advisors’s Oracle ORCL Stock Holding History

HHM Wealth 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 		$640K Buy
4,367
+152
+4% +$27.5K 0.06% 108
2026
Q1 		$620K Hold
4,215
– – 0.07% 103
2025
Q4 		$822K Hold
4,215
– – 0.1% 79
2025
Q3 		$1.19M Buy
4,215
+102
+2% +$26K 0.14% 64
2025
Q2 		$899K Sell
4,113
-179
-4% -$28.9K 0.11% 72
2025
Q1 		$600K Buy
4,292
+273
+7% +$44.4K 0.08% 93
2024
Q4 		$670K Buy
4,019
+2,959
+279% +$526K 0.09% 85
2024
Q3 		$181K Hold
1,060
– – 0.03% 183
2024
Q2 		$150K Buy
1,060
+20
+2% +$2.48K 0.02% 206
2024
Q1 		$131K Hold
1,040
– – 0.02% 190
2023
Q4 		$110K Hold
1,040
– – 0.02% 201
2023
Q3 		$110K Hold
1,040
– – 0.02% 191
2023
Q2 		$124K Hold
1,040
– – 0.02% 185
2023
Q1 		$96.6K Hold
1,040
– – 0.02% 202
2022
Q4 		$85K Hold
1,040
– – 0.02% 188
2022
Q3 		$64K Hold
1,040
– – 0.02% 199
2022
Q2 		$73K Sell
1,040
-477
-31% -$34.9K 0.02% 228
2022
Q1 		$126K Hold
1,517
– – 0.03% 195
2021
Q4 		$132K Hold
1,517
– – 0.03% 184
2021
Q3 		$132K Sell
1,517
-1,036
-41% -$91.5K 0.04% 177
2021
Q2 		$199K Hold
2,553
– – 0.05% 129
2021
Q1 		$179K Hold
2,553
– – 0.06% 125
2020
Q4 		$165K Buy
2,553
+640
+33% +$38.1K 0.06% 117
2020
Q3 		$114K Hold
1,913
– – 0.05% 135
2020
Q2 		$106K Sell
1,913
-312
-14% -$16.5K 0.04% 133
2020
Q1 		$108K Buy
+2,225
New +$115K 0.05% 114

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HHM Wealth Advisors's ORCL Position: Q2 2026 in Review

HHM Wealth Advisors increased its Oracle (ORCL) stake by 3.6% in Q2 2026, buying an estimated $27.5K and bringing the position to 4,367 shares worth $640K. The position accounts for 0.06% of the portfolio, ranked #108.

HHM Wealth Advisors first reported a position in ORCL in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.19M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • HHM Wealth Advisors held 4,367 shares of Oracle worth $640K as of Q2 2026.
  • HHM Wealth Advisors bought 152 Oracle shares in Q2 2026, an estimated $27.5K.
  • Oracle made up 0.06% of HHM Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • HHM Wealth Advisors first reported a position in Oracle in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Oracle position peaked at $1.19M in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.