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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
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 $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

High Note Wealth's ORCL Position: Q1 2026 in Review

High Note Wealth reduced its Oracle (ORCL) stake by 57% in Q1 2026, selling an estimated $858K and leaving 3,958 shares worth $582K. The position accounts for 0.11% of the portfolio, ranked #79.

High Note Wealth first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.3M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • High Note Wealth held 3,958 shares of Oracle worth $582K as of Q1 2026.
  • High Note Wealth sold 5,278 Oracle shares in Q1 2026, an estimated $858K.
  • Oracle made up 0.11% of High Note Wealth's portfolio in Q1 2026, its #79 holding.
  • High Note Wealth first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
  • High Note Wealth's Oracle position peaked at $4.3M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.