HWP
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Highline Wealth Partners’s Oracle ORCL Stock Holding History

Highline Wealth Partners’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 		$2.31M Buy
15,788
+39
+0.2% +$7.07K 0.47% 41
2026
Q1 		$2.32M Buy
15,749
+18
+0.1% +$2.93K 0.59% 36
2025
Q4 		$3.07M Buy
15,731
+3
+0% +$714 0.86% 31
2025
Q3 		$4.42M Buy
15,728
+24
+0.2% +$6.11K 1.19% 27
2025
Q2 		$3.43M Sell
15,704
-168
-1% -$27.1K 1.02% 29
2025
Q1 		$2.22M Buy
15,872
+108
+0.7% +$17.6K 0.75% 33
2024
Q4 		$2.63M Buy
15,764
+2,110
+15% +$375K 0.86% 32
2024
Q3 		$2.33M Sell
13,654
-2
-0% -$290 0.78% 33
2024
Q2 		$1.93M Buy
13,656
+185
+1% +$23K 0.73% 32
2024
Q1 		$1.69M Buy
13,471
+20
+0.1% +$2.29K 0.69% 33
2023
Q4 		$1.42M Buy
13,451
+1,717
+15% +$187K 0.69% 35
2023
Q3 		$1.24M Buy
11,734
+85
+0.7% +$9.84K 0.77% 32
2023
Q2 		$1.39M Buy
11,649
+1
+0% +$103 0.87% 33
2023
Q1 		$1.08M Buy
11,648
+180
+2% +$15.8K 0.74% 38
2022
Q4 		$937K Hold
11,468
– – 0.69% 43
2022
Q3 		$700K Buy
+11,468
New +$840K 0.57% 45

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Highline Wealth Partners's ORCL Position: Q2 2026 in Review

Highline Wealth Partners increased its Oracle (ORCL) stake by 0.25% in Q2 2026, buying an estimated $7.07K and bringing the position to 15,788 shares worth $2.31M. The position accounts for 0.47% of the portfolio, ranked #41.

Highline Wealth Partners first reported a position in ORCL in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.42M in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Highline Wealth Partners held 15,788 shares of Oracle worth $2.31M as of Q2 2026.
  • Highline Wealth Partners bought 39 Oracle shares in Q2 2026, an estimated $7.07K.
  • Oracle made up 0.47% of Highline Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Highline Wealth Partners first reported a position in Oracle in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Oracle position peaked at $4.42M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.