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
2025 Q2	–	Sell	-300	Closed	-$1.5K	–	3919
2025 Q1	$1.5K	Buy	+300	New	+$48.8K	﹤0.01%	3637
2024 Q4	–	Sell	-100	Closed	-$350	–	3995
2024 Q3	$350	Buy	+100	New	+$14.5K	﹤0.01%	3699
2022 Q2	–	Sell	-45	Closed	-$9K	–	3459
2022 Q1	$9K	Buy	+45	New	+$3.64K	﹤0.01%	3224
2018 Q2	–	Sell	-16,300	Closed	-$8K	–	2350
2018 Q1	$8K	Buy	+16,300	New	+$810K	﹤0.01%	2097
2017 Q4	–	Sell	-3,000	Closed	-$4K	–	2354
2017 Q3	$4K	Sell	3,000 -10,000	-77%	-$498K	﹤0.01%	2179
2017 Q2	$9K	Buy	+13,000	New	+$592K	﹤0.01%	2122
2014 Q2	–	Sell	-1,000	Closed	-$2K	–	1683
2014 Q1	$2K	Sell	1,000 -31,500	-97%	-$1.2M	﹤0.01%	1562
2013 Q4	$2K	Sell	32,500 -700	-2%	-$24.1K	﹤0.01%	1527
2013 Q3	$2K	Buy	+33,200	New	+$1.08M	﹤0.01%	1341

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. 3,473 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.
3,473 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.