HBS
ORCL icon

Howard Bailey Securities’s Oracle ORCL Stock Holding History

Howard Bailey Securities’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
Q2 		$229K Sell
1,564
-144
-8% -$26.1K 0.09% 105
2026
Q1 		$251K Buy
1,708
+316
+23% +$51.4K 0.1% 106
2025
Q4 		$271K Sell
1,392
-594
-30% -$141K 0.11% 114
2025
Q3 		$559K Sell
1,986
-213
-10% -$54.2K 0.16% 73
2025
Q2 		$481K Sell
2,199
-245
-10% -$39.6K 0.15% 79
2025
Q1 		$342K Buy
2,444
+170
+7% +$27.7K 0.11% 102
2024
Q4 		$379K Buy
2,274
+64
+3% +$11.4K 0.14% 101
2024
Q3 		$377K Buy
+2,210
New +$320K 0.14% 100

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Howard Bailey Securities's ORCL Position: Q2 2026 in Review

Howard Bailey Securities reduced its Oracle (ORCL) stake by 8.4% in Q2 2026, selling an estimated $26.1K and leaving 1,564 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #105.

Howard Bailey Securities first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $559K in Q3 2025. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Howard Bailey Securities held 1,564 shares of Oracle worth $229K as of Q2 2026.
  • Howard Bailey Securities sold 144 Oracle shares in Q2 2026, an estimated $26.1K.
  • Oracle made up 0.09% of Howard Bailey Securities's portfolio in Q2 2026, its #105 holding.
  • Howard Bailey Securities first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Howard Bailey Securities's Oracle position peaked at $559K in Q3 2025.
  • 3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.