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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
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% +$8.99K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horizon Wealth Management's ORCL Position: Q1 2026 in Review

Horizon Wealth Management increased its Oracle (ORCL) stake by 0.04% in Q1 2026, buying an estimated $163 and bringing the position to 2,626 shares worth $386K. The position accounts for 0.06% of the portfolio, ranked #96.

Horizon Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $738K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Horizon Wealth Management held 2,626 shares of Oracle worth $386K as of Q1 2026.
  • Horizon Wealth Management bought 1 Oracle share in Q1 2026, an estimated $163.
  • Oracle made up 0.06% of Horizon Wealth Management's portfolio in Q1 2026, its #96 holding.
  • Horizon Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's Oracle position peaked at $738K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.