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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
Q2 		$338K Buy
2,306
+157
+7% +$28.5K 0.07% 192
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
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 $3.37T AUM 44.26% 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

High Net Worth Advisory Group's ORCL Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Oracle (ORCL) stake by 7.3% in Q2 2026, buying an estimated $28.5K and bringing the position to 2,306 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #192.

High Net Worth Advisory Group first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $595K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • High Net Worth Advisory Group held 2,306 shares of Oracle worth $338K as of Q2 2026.
  • High Net Worth Advisory Group bought 157 Oracle shares in Q2 2026, an estimated $28.5K.
  • Oracle made up 0.07% of High Net Worth Advisory Group's portfolio in Q2 2026, its #192 holding.
  • High Net Worth Advisory Group first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Oracle position peaked at $595K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.