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
Q2 		$31.9K Buy
218
+41
+23% +$7.43K 0.01% 211
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 $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

HighMark Wealth Management's ORCL Position: Q2 2026 in Review

HighMark Wealth Management increased its Oracle (ORCL) stake by 23% in Q2 2026, buying an estimated $7.43K and bringing the position to 218 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #211.

HighMark Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 25 quarters since. The position peaked at $83.3K in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • HighMark Wealth Management held 218 shares of Oracle worth $31.9K as of Q2 2026.
  • HighMark Wealth Management bought 41 Oracle shares in Q2 2026, an estimated $7.43K.
  • Oracle made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #211 holding.
  • HighMark Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 25 quarters since.
  • HighMark Wealth Management's Oracle position peaked at $83.3K in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.