High Net Worth Advisory Group’s Oracle ORCL Stock Holding History

High Net Worth 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 Q1	$316K	Buy	2,149 +135	+7%	+$21.9K	0.07%	185
2025 Q4	$393K	Sell	2,014 -100	-5%	-$23.8K	0.09%	161
2025 Q3	$595K	Sell	2,114 -9	-0.4%	-$2.29K	0.14%	124
2025 Q2	$464K	Sell	2,123 -7	-0.3%	-$1.13K	0.12%	137
2025 Q1	$298K	Hold	2,130	–	–	0.08%	166
2024 Q4	$355K	Buy	2,130 +7	+0.3%	+$1.24K	0.1%	154
2024 Q3	$362K	Hold	2,123	–	–	0.1%	154
2024 Q2	$300K	Hold	2,123	–	–	0.09%	161
2024 Q1	$267K	Hold	2,123	–	–	0.08%	173
2023 Q4	$224K	Hold	2,123	–	–	0.08%	179
2023 Q3	$225K	Hold	2,123	–	–	0.09%	172
2023 Q2	$253K	Buy	+2,123	New	+$220K	0.1%	163
2023 Q1	–	Sell	-2,123	Closed	-$174K	–	453
2022 Q4	$174K	Sell	2,123 -63	-3%	-$4.79K	0.07%	197
2022 Q3	$133K	Hold	2,186	–	–	0.06%	214
2022 Q2	$153K	Hold	2,186	–	–	0.06%	204
2022 Q1	$181K	Sell	2,186 -289	-12%	-$23.4K	0.07%	195
2021 Q4	$216K	Buy	+2,475	New	+$232K	0.08%	183

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

High Net Worth Advisory Group's ORCL Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Oracle (ORCL) stake by 6.7% in Q1 2026, buying an estimated $21.9K and bringing the position to 2,149 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #185.

High Net Worth Advisory Group first reported a position in ORCL in Q4 2021 and has held it in 17 quarters since. The position peaked at $595K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

High Net Worth Advisory Group held 2,149 shares of Oracle worth $316K as of Q1 2026.
High Net Worth Advisory Group bought 135 Oracle shares in Q1 2026, an estimated $21.9K.
Oracle made up 0.07% of High Net Worth Advisory Group's portfolio in Q1 2026, its #185 holding.
High Net Worth Advisory Group first reported a position in Oracle in Q4 2021 and has held it in 17 quarters since.
High Net Worth Advisory Group's Oracle position peaked at $595K in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.