HPWM
ORCL icon

High Point Wealth Management’s Oracle ORCL Stock Holding History

High Point Wealth Management’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 		$35.5K Sell
242
-407
-63% -$73.8K 0.03% 160
2026
Q1 		$95.5K Sell
649
-598
-48% -$97.2K 0.09% 110
2025
Q4 		$243K Buy
+1,247
New +$297K 0.23% 80

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

High Point Wealth Management's ORCL Position: Q2 2026 in Review

High Point Wealth Management reduced its Oracle (ORCL) stake by 63% in Q2 2026, selling an estimated $73.8K and leaving 242 shares worth $35.5K. The position accounts for 0.03% of the portfolio, ranked #160.

High Point Wealth Management first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 2,296 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • High Point Wealth Management held 242 shares of Oracle worth $35.5K as of Q2 2026.
  • High Point Wealth Management sold 407 Oracle shares in Q2 2026, an estimated $73.8K.
  • Oracle made up 0.03% of High Point Wealth Management's portfolio in Q2 2026, its #160 holding.
  • High Point Wealth Management first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Oracle position peaked at $243K in Q4 2025.
  • 2,296 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.