HPM
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Hoxton Planning & Management’s Oracle ORCL Stock Holding History

Hoxton Planning & 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 		$430K Sell
3,134
-129
-4% -$18.2K 0.11% 132
2026
Q2 		$478K Sell
3,263
-15
-0.5% -$2.72K 0.12% 129
2026
Q1 		$482K Buy
3,278
+54
+2% +$8.78K 0.14% 115
2025
Q4 		$628K Sell
3,224
-8
-0.2% -$1.9K 0.19% 91
2025
Q3 		$909K Buy
3,232
+8
+0.2% +$2.04K 0.29% 64
2025
Q2 		$705K Buy
3,224
+90
+3% +$14.5K 0.24% 78
2025
Q1 		$438K Sell
3,134
-18
-0.6% -$2.93K 0.17% 116
2024
Q4 		$525K Buy
3,152
+27
+0.9% +$4.8K 0.2% 101
2024
Q3 		$532K Sell
3,125
-153
-5% -$22.2K 0.21% 96
2024
Q2 		$463K Buy
3,278
+82
+3% +$10.2K 0.22% 87
2024
Q1 		$401K Buy
3,196
+278
+10% +$31.8K 0.19% 95
2023
Q4 		$308K Sell
2,918
-122
-4% -$13.3K 0.16% 108
2023
Q3 		$322K Buy
3,040
+83
+3% +$9.6K 0.21% 95
2023
Q2 		$352K Sell
2,957
-614
-17% -$63.5K 0.22% 92
2023
Q1 		$332K Sell
3,571
-18
-0.5% -$1.58K 0.18% 107
2022
Q4 		$293K Buy
+3,589
New +$273K 0.16% 124

Other funds holding ORCL

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Hoxton Planning & Management's ORCL Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Oracle (ORCL) stake by 4% in Q3 2026, selling an estimated $18.2K and leaving 3,134 shares worth $430K. The position accounts for 0.11% of the portfolio, ranked #132.

Hoxton Planning & Management first reported a position in ORCL in Q4 2022 and has held it in 16 quarters since. The position peaked at $909K in Q3 2025. 730 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Hoxton Planning & Management held 3,134 shares of Oracle worth $430K as of Q3 2026.
  • Hoxton Planning & Management sold 129 Oracle shares in Q3 2026, an estimated $18.2K.
  • Oracle made up 0.11% of Hoxton Planning & Management's portfolio in Q3 2026, its #132 holding.
  • Hoxton Planning & Management first reported a position in Oracle in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's Oracle position peaked at $909K in Q3 2025.
  • 730 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.