HWM
ORCL icon

HighMark Wealth Management’s Oracle ORCL Stock Holding History

HighMark 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
Q1 		$26.1K Sell
177
-120
-40% -$19.5K 0.01% 209
2025
Q4 		$57.9K Buy
297
+1
+0.3% +$238 0.02% 154
2025
Q3 		$83.3K Buy
296
+120
+68% +$30.6K 0.04% 127
2025
Q2 		$38.5K Buy
+176
New +$28.4K 0.02% 175
2024
Q4 		– Sell
-174
Closed -$29.7K – 605
2024
Q3 		$29.7K Hold
174
– – 0.02% 173
2024
Q2 		$24.6K Buy
174
+1
+0.6% +$124 0.01% 184
2024
Q1 		$24.3K Hold
173
– – 0.02% 184
2023
Q4 		$18.2K Buy
173
+1
+0.6% +$109 0.01% 199
2023
Q3 		$18.2K Hold
172
– – 0.02% 188
2023
Q2 		$20.4K Buy
172
+1
+0.6% +$103 0.02% 183
2023
Q1 		$15.9K Buy
171
+1
+0.6% +$88 0.01% 233
2022
Q4 		$13.9K Buy
170
+1
+0.6% +$76 0.01% 211
2022
Q3 		$10K Hold
169
– – 0.01% 248
2022
Q2 		$12K Buy
169
+1
+0.6% +$73 0.01% 223
2022
Q1 		$14K Buy
168
+1
+0.6% +$81 0.01% 218
2021
Q4 		$15K Hold
167
– – 0.01% 212
2021
Q3 		$15K Buy
167
+1
+0.6% +$88 0.01% 211
2021
Q2 		$13K Hold
166
– – 0.01% 226
2021
Q1 		$12K Buy
166
+1
+0.6% +$65 0.01% 211
2020
Q4 		$11K Buy
165
+1
+0.6% +$60 0.01% 218
2020
Q3 		$10K Hold
164
– – 0.01% 226
2020
Q2 		$9K Buy
164
+1
+0.6% +$53 0.01% 222
2020
Q1 		$7K Buy
163
+1
+0.6% +$52 0.01% 186
2019
Q4 		$8K Buy
+162
New +$8.92K 0.01% 245

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

HighMark Wealth Management's ORCL Position: Q1 2026 in Review

HighMark Wealth Management reduced its Oracle (ORCL) stake by 40% in Q1 2026, selling an estimated $19.5K and leaving 177 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #209.

HighMark Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 24 quarters since. The position peaked at $83.3K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • HighMark Wealth Management held 177 shares of Oracle worth $26.1K as of Q1 2026.
  • HighMark Wealth Management sold 120 Oracle shares in Q1 2026, an estimated $19.5K.
  • Oracle made up 0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #209 holding.
  • HighMark Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 24 quarters since.
  • HighMark Wealth Management's Oracle position peaked at $83.3K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.