HighPoint Advisor Group’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.9M Buy
12,953
+1,226
+10% +$222K 0.07% 214
2026
Q1
$1.73M Sell
11,727
-44,599
-79% -$7.25M 0.07% 212
2025
Q4
$11M Buy
56,326
+13,762
+32% +$3.28M 0.24% 86
2025
Q3
$12M Buy
42,564
+862
+2% +$220K 0.57% 30
2025
Q2
$9.12M Buy
41,702
+1,287
+3% +$208K 0.48% 37
2025
Q1
$5.69M Buy
40,415
+796
+2% +$130K 0.33% 51
2024
Q4
$6.97M Buy
39,619
+2,659
+7% +$472K 0.38% 44
2024
Q3
$6.3M Sell
36,960
-1,453
-4% -$210K 0.37% 45
2024
Q2
$5.21M Buy
38,413
+8,476
+28% +$1.05M 0.31% 58
2024
Q1
$3.48M Buy
29,937
+29
+0.1% +$3.32K 0.25% 69
2023
Q4
$3.77M Buy
+29,908
New +$3.26M 0.27% 63
2022
Q2
$2.27M Buy
+31,604
New +$2.31M 0.25% 80
2021
Q3
$2.33M Sell
26,742
-1,056
-4% -$93.3K 0.23% 86
2021
Q2
$2.16M Buy
27,798
+1,826
+7% +$143K 0.22% 92
2021
Q1
$1.96M Buy
25,972
+334
+1% +$21.6K 0.23% 90
2020
Q4
$1.63M Buy
25,638
+9,168
+56% +$546K 0.2% 100
2020
Q3
$933K Sell
16,470
-925
-5% -$52.5K 0.17% 113
2020
Q2
$965K Sell
17,395
-450
-3% -$23.8K 0.21% 93
2020
Q1
$946K Buy
17,845
+2,641
+17% +$136K 0.23% 87
2019
Q4
$839K Sell
15,204
-15,607
-51% -$859K 0.17% 107
2019
Q3
$1.74M Sell
30,811
-3,001
-9% -$166K 0.38% 61
2019
Q2
$1.95M Buy
33,812
+161
+0.5% +$8.71K 0.46% 52
2019
Q1
$1.82M Buy
33,651
+716
+2% +$36.5K 0.44% 52
2018
Q4
$1.71M Buy
32,935
+15,358
+87% +$736K 0.45% 49
2018
Q3
$843K Sell
17,577
-370
-2% -$18K 0.23% 111
2018
Q2
$863K Sell
17,947
-210
-1% -$9.68K 0.23% 114
2018
Q1
$875K Buy
18,157
+981
+6% +$48.8K 0.24% 108
2017
Q4
$833K Sell
17,176
-13,669
-44% -$670K 0.24% 109
2017
Q3
$1.55M Buy
30,845
+4,908
+19% +$244K 0.48% 48
2017
Q2
$1.3M Hold
25,937
0.42% 55
2017
Q1
$1.3M Buy
25,937
+10,915
+73% +$454K 0.42% 55
2016
Q4
$645K Sell
15,022
-735
-5% -$28.7K 0.21% 134
2016
Q3
$634K Sell
15,757
-60
-0.4% -$2.44K 0.22% 118
2016
Q2
$650K Buy
15,817
+2,346
+17% +$93.7K 0.23% 110
2016
Q1
$548K Buy
13,471
+20
+0.1% +$740 0.34% 88
2015
Q4
$468K Buy
+13,451
New +$514K 0.31% 100

Other funds holding ORCL

HighPoint Advisor Group's ORCL Position: Q2 2026 in Review

HighPoint Advisor Group increased its Oracle (ORCL) stake by 10% in Q2 2026, buying an estimated $222K and bringing the position to 12,953 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #214.

HighPoint Advisor Group first reported a position in ORCL in Q4 2015 and has held it in 36 quarters since. The position peaked at $12M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • HighPoint Advisor Group held 12,953 shares of Oracle worth $1.9M as of Q2 2026.
  • HighPoint Advisor Group bought 1,226 Oracle shares in Q2 2026, an estimated $222K.
  • Oracle made up 0.07% of HighPoint Advisor Group's portfolio in Q2 2026, its #214 holding.
  • HighPoint Advisor Group first reported a position in Oracle in Q4 2015 and has held it in 36 quarters since.
  • HighPoint Advisor Group's Oracle position peaked at $12M in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.