Horizon Wealth Management
ORCL icon

Horizon Wealth Management’s Oracle ORCL Stock Holding History

Horizon 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
Q3 		$361K Buy
2,627
+1
+0% +$141 0.05% 110
2026
Q2 		$385K Hold
2,626
– – 0.05% 104
2026
Q1 		$386K Buy
2,626
+1
+0% +$163 0.06% 96
2025
Q4 		$512K Hold
2,625
– – 0.08% 73
2025
Q3 		$738K Buy
2,625
+174
+7% +$44.3K 0.11% 56
2025
Q2 		$536K Sell
2,451
-144
-6% -$23.3K 0.09% 57
2025
Q1 		$363K Buy
2,595
+194
+8% +$31.6K 0.06% 68
2024
Q4 		$400K Hold
2,401
– – 0.07% 62
2024
Q3 		$409K Hold
2,401
– – 0.08% 54
2024
Q2 		$339K Sell
2,401
-174
-7% -$21.6K 0.08% 55
2024
Q1 		$323K Buy
2,575
+188
+8% +$21.5K 0.08% 56
2023
Q4 		$252K Buy
2,387
+103
+5% +$11.2K 0.07% 64
2023
Q3 		$242K Sell
2,284
-1,638
-42% -$190K 0.1% 64
2023
Q2 		$467K Buy
3,922
+87
+2% +$9K 0.18% 36
2023
Q1 		$356K Buy
3,835
+4
+0.1% +$351 0.27% 42
2022
Q4 		$313K Sell
3,831
-77
-2% -$5.85K 0.26% 42
2022
Q3 		$239K Sell
3,908
-3,009
-44% -$220K 0.18% 54
2022
Q2 		$483K Hold
6,917
– – 0.2% 51
2022
Q1 		$572K Hold
6,917
– – 0.18% 49
2021
Q4 		$603K Buy
+6,917
New +$649K 0.18% 50

Other funds holding ORCL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Horizon Wealth Management's ORCL Position: Q3 2026 in Review

Horizon Wealth Management increased its Oracle (ORCL) stake by 0.04% in Q3 2026, buying an estimated $141 and bringing the position to 2,627 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #110.

Horizon Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 20 quarters since. The position peaked at $738K in Q3 2025. 1,845 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Horizon Wealth Management held 2,627 shares of Oracle worth $361K as of Q3 2026.
  • Horizon Wealth Management bought 1 Oracle share in Q3 2026, an estimated $141.
  • Oracle made up 0.05% of Horizon Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Horizon Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 20 quarters since.
  • Horizon Wealth Management's Oracle position peaked at $738K in Q3 2025.
  • 1,845 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Horizon Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.