Horizons Wealth Management’s Oracle ORCL Stock Holding History

Horizons 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	$10.6K	Hold	72	–	–	0.01%	144
2025 Q4	$14K	Hold	72	–	–	0.01%	138
2025 Q3	$20.2K	Hold	72	–	–	0.01%	128
2025 Q2	$15.7K	Hold	72	–	–	0.01%	130
2025 Q1	$10.1K	Hold	72	–	–	0.01%	140
2024 Q4	$12K	Hold	72	–	–	0.01%	130
2024 Q3	$12.3K	Hold	72	–	–	0.01%	130
2024 Q2	$9.98K	Hold	72	–	–	0.01%	134
2024 Q1	$7.59K	Hold	72	–	–	0.01%	141
2023 Q4	$7.59K	Hold	72	–	–	0.01%	141
2023 Q3	$7.63K	Hold	72	–	–	0.01%	141
2023 Q2	$8.57K	Buy	72 +30	+71%	+$3.1K	0.01%	155
2023 Q1	$3.9K	Hold	42	–	–	﹤0.01%	147
2022 Q4	$3K	Hold	42	–	–	﹤0.01%	156
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	151
2022 Q2	$3K	Buy	+42	New	+$3.07K	﹤0.01%	154

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

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

Horizons Wealth Management held its Oracle (ORCL) position steady in Q1 2026 at 72 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #144.

Horizons Wealth Management first reported a position in ORCL in Q2 2022 and has held it in 16 quarters since. The position peaked at $20.2K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Horizons Wealth Management held 72 shares of Oracle worth $10.6K as of Q1 2026.
Horizons Wealth Management left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.01% of Horizons Wealth Management's portfolio in Q1 2026, its #144 holding.
Horizons Wealth Management first reported a position in Oracle in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Oracle position peaked at $20.2K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.