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 Q4	–	Sell	-1,600	Closed	-$92.4K	–	3878
2025 Q3	$92.4K	Sell	1,600 -8,900	-85%	-$2.27M	﹤0.01%	3551
2025 Q2	$54.6K	Sell	10,500 -1,600	-13%	-$258K	﹤0.01%	3540
2025 Q1	$170K	Sell	12,100 -20,200	-63%	-$3.29M	﹤0.01%	3242
2024 Q4	$146K	Sell	32,300 -5,800	-15%	-$1.03M	﹤0.01%	3285
2024 Q3	$191K	Buy	+38,100	New	+$5.52M	﹤0.01%	3151
2023 Q4	–	Sell	-5	Closed	-$1.16K	–	3792
2023 Q3	$1.16K	Buy	+5	New	+$579	﹤0.01%	3479
2022 Q1	–	Sell	-22	Closed	-$58K	–	3606
2021 Q4	$58K	Buy	+22	New	+$2.07K	﹤0.01%	3008
2013 Q4	–	Sell	-18,600	Closed	-$17K	–	1593
2013 Q3	$17K	Hold	18,600	–	–	﹤0.01%	1312
2013 Q2	$50K	Buy	+18,600	New	+$617K	﹤0.01%	1211

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.