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High Note Wealth’s Oracle ORCL Stock Holding History

High Note Wealth’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 		$580K Hold
3,958
– – 0.1% 85
2026
Q1 		$582K Sell
3,958
-5,278
-57% -$858K 0.11% 79
2025
Q4 		$1.8M Sell
9,236
-6,055
-40% -$1.44M 0.35% 52
2025
Q3 		$4.3M Buy
15,291
+11,506
+304% +$2.93M 0.86% 32
2025
Q2 		$828K Sell
3,785
-127
-3% -$20.5K 0.19% 66
2025
Q1 		$547K Hold
3,912
– – 0.14% 65
2024
Q4 		$652K Sell
3,912
-129
-3% -$22.9K 0.17% 61
2024
Q3 		$689K Sell
4,041
-96
-2% -$13.9K 0.2% 58
2024
Q2 		$584K Sell
4,137
-39
-0.9% -$4.84K 0.18% 63
2024
Q1 		$525K Hold
4,176
– – 0.17% 68
2023
Q4 		$440K Sell
4,176
-90
-2% -$9.82K 0.17% 68
2023
Q3 		$452K Buy
4,266
+215
+5% +$24.9K 0.19% 67
2023
Q2 		$482K Sell
4,051
-5
-0.1% -$517 0.2% 65
2023
Q1 		$377K Hold
4,056
– – 0.16% 70
2022
Q4 		$332K Buy
4,056
+8
+0.2% +$608 0.14% 74
2022
Q3 		$304K Buy
4,048
+12
+0.3% +$879 0.12% 78
2022
Q2 		$282K Sell
4,036
-5
-0.1% -$366 0.11% 83
2022
Q1 		$334K Buy
4,041
+8
+0.2% +$648 0.12% 78
2021
Q4 		$351K Sell
4,033
-2
-0% -$188 0.12% 69
2021
Q3 		$351K Sell
4,035
-4
-0.1% -$353 0.13% 70
2021
Q2 		$314K Buy
4,039
+103
+3% +$8.06K 0.11% 72
2021
Q1 		$276K Hold
3,936
– – 0.11% 72
2020
Q4 		$254K Buy
+3,936
New +$234K 0.11% 72

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 Note Wealth's ORCL Position: Q2 2026 in Review

High Note Wealth held its Oracle (ORCL) position steady in Q2 2026 at 3,958 shares worth $580K. The position accounts for 0.1% of the portfolio, ranked #85.

High Note Wealth first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.3M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • High Note Wealth held 3,958 shares of Oracle worth $580K as of Q2 2026.
  • High Note Wealth left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.1% of High Note Wealth's portfolio in Q2 2026, its #85 holding.
  • High Note Wealth first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • High Note Wealth's Oracle position peaked at $4.3M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.