HighTower Advisors’s Oracle ORCL Stock Holding History

HighTower Advisors’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	$179M	Sell	1,214,246 -349,762	-22%	-$56.9M	0.19%	111
2025 Q4	$305M	Sell	1,564,008 -89,051	-5%	-$21.2M	0.33%	58
2025 Q3	$465M	Sell	1,653,059 -30,495	-2%	-$7.77M	0.53%	31
2025 Q2	$368M	Sell	1,683,554 -136,896	-8%	-$22.1M	0.46%	37
2025 Q1	$255M	Sell	1,820,450 -26,442	-1%	-$4.3M	0.35%	55
2024 Q4	$308M	Buy	1,846,892 +297,503	+19%	+$52.8M	0.42%	42
2024 Q3	$264M	Buy	1,549,389 +9,123	+0.6%	+$1.32M	0.38%	46
2024 Q2	$217M	Sell	1,540,266 -10,790	-0.7%	-$1.34M	0.34%	53
2024 Q1	$195M	Sell	1,551,056 -34,836	-2%	-$3.99M	0.32%	62
2023 Q4	$167M	Buy	1,585,892 +37,890	+2%	+$4.14M	0.28%	76
2023 Q3	$164M	Buy	1,548,002 +55,388	+4%	+$6.41M	0.31%	65
2023 Q2	$178M	Buy	1,492,614 +122,431	+9%	+$12.7M	0.35%	52
2023 Q1	$127M	Sell	1,370,183 -21,973	-2%	-$1.93M	0.28%	78
2022 Q4	$114M	Buy	1,392,156 +3,366	+0.2%	+$256K	0.26%	84
2022 Q3	$84.8M	Buy	1,388,790 +7,650	+0.6%	+$560K	0.23%	91
2022 Q2	$96.4M	Sell	1,381,140 -1,520	-0.1%	-$111K	0.25%	86
2022 Q1	$114M	Sell	1,382,660 -68,377	-5%	-$5.54M	0.25%	84
2021 Q4	$127M	Buy	1,451,037 +51,122	+4%	+$4.8M	0.28%	77
2021 Q3	$122M	Buy	1,399,915 +498,674	+55%	+$44M	0.33%	63
2021 Q2	$70.2M	Buy	901,241 +25,184	+3%	+$1.97M	0.2%	110
2021 Q1	$61.5M	Sell	876,057 -1,647	-0.2%	-$107K	0.19%	111
2020 Q4	$56.7M	Buy	877,704 +153,356	+21%	+$9.13M	0.24%	90
2020 Q3	$43.2M	Buy	724,348 +46,640	+7%	+$2.65M	0.21%	105
2020 Q2	$37.5M	Buy	677,708 +32,054	+5%	+$1.7M	0.2%	106
2020 Q1	$31.2M	Buy	645,654 +26,271	+4%	+$1.36M	0.2%	114
2019 Q4	$32.8M	Sell	619,383 -50,553	-8%	-$2.78M	0.19%	114
2019 Q3	$36.9M	Buy	669,936 +38,893	+6%	+$2.15M	0.2%	105
2019 Q2	$36M	Buy	631,043 +30,175	+5%	+$1.63M	0.21%	103
2019 Q1	$32.3M	Buy	600,868 +7,003	+1%	+$357K	0.22%	100
2018 Q4	$26.9M	Buy	593,865 +10,797	+2%	+$517K	0.21%	104
2018 Q3	$30M	Sell	583,068 -19,998	-3%	-$971K	0.22%	90
2018 Q2	$26.5M	Sell	603,066 -69,421	-10%	-$3.2M	0.21%	97
2018 Q1	$30.8M	Buy	672,487 +82,657	+14%	+$4.11M	0.26%	82
2017 Q4	$27.9M	Sell	589,830 -21,794	-4%	-$1.07M	0.23%	96
2017 Q3	$29.6M	Buy	611,624 +18,226	+3%	+$907K	0.25%	89
2017 Q2	$29.8M	Buy	593,398 +75,207	+15%	+$3.43M	0.27%	77
2017 Q1	$23.1M	Sell	518,191 -43,891	-8%	-$1.83M	0.22%	95
2016 Q4	$21.6M	Buy	562,082 +20,314	+4%	+$795K	0.23%	81
2016 Q3	$21.3M	Buy	541,768 +58,990	+12%	+$2.4M	0.25%	81
2016 Q2	$19.7M	Sell	482,778 -86,787	-15%	-$3.47M	0.25%	86
2016 Q1	$23.3M	Buy	569,565 +39,592	+7%	+$1.47M	0.08%	93
2015 Q4	$19.3M	Buy	529,973 +69,188	+15%	+$2.64M	0.23%	101
2015 Q3	$16.6M	Buy	460,785 +1,797	+0.4%	+$69.1K	0.22%	103
2015 Q2	$18.5M	Sell	458,988 -2,660	-0.6%	-$115K	0.3%	73
2015 Q1	$18.8M	Buy	461,648 +72,493	+19%	+$3.14M	0.28%	73
2014 Q4	$17.5M	Sell	389,155 -6,878	-2%	-$280K	0.27%	86
2014 Q3	$15.2M	Sell	396,033 -48,462	-11%	-$1.96M	0.26%	89
2014 Q2	$18M	Buy	444,495 +17,716	+4%	+$729K	0.31%	63
2014 Q1	$17.5M	Sell	426,779 -18,551	-4%	-$706K	0.34%	58
2013 Q4	$17M	Buy	445,330 +47,351	+12%	+$1.63M	0.35%	55
2013 Q3	$13.2M	Buy	397,979 +31,714	+9%	+$1.03M	0.33%	65
2013 Q2	$11.2M	Buy	+366,265	New	+$12.2M	0.31%	69

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HighTower Advisors's ORCL Position: Q1 2026 in Review

HighTower Advisors reduced its Oracle (ORCL) stake by 22% in Q1 2026, selling an estimated $56.9M and leaving 1,214,246 shares worth $179M. The position accounts for 0.19% of the portfolio, ranked #111.

HighTower Advisors first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $465M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

HighTower Advisors held 1,214,246 shares of Oracle worth $179M as of Q1 2026.
HighTower Advisors sold 349,762 Oracle shares in Q1 2026, an estimated $56.9M.
Oracle made up 0.19% of HighTower Advisors's portfolio in Q1 2026, its #111 holding.
HighTower Advisors first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Oracle position peaked at $465M in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.