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HTG Investment Advisors’s Oracle ORCL Stock Holding History

HTG Investment Advisors’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 		$414K Buy
2,823
+1,091
+63% +$198K 0.11% 63
2026
Q1 		$255K Sell
1,732
-399
-19% -$64.9K 0.07% 74
2025
Q4 		$415K Sell
2,131
-230
-10% -$54.8K 0.13% 52
2025
Q3 		$664K Sell
2,361
-71
-3% -$18.1K 0.22% 43
2025
Q2 		$532K Sell
2,432
-180
-7% -$29.1K 0.2% 44
2025
Q1 		$365K Buy
2,612
+21
+0.8% +$3.42K 0.15% 49
2024
Q4 		$432K Sell
2,591
-80
-3% -$14.2K 0.2% 45
2024
Q3 		$455K Sell
2,671
-538
-17% -$77.9K 0.21% 44
2024
Q2 		$453K Sell
3,209
-111
-3% -$13.8K 0.24% 42
2024
Q1 		$417K Sell
3,320
-330
-9% -$37.8K 0.24% 43
2023
Q4 		$385K Sell
3,650
-40
-1% -$4.37K 0.25% 43
2023
Q3 		$391K Sell
3,690
-1,169
-24% -$135K 0.31% 37
2023
Q2 		$579K Buy
4,859
+194
+4% +$20.1K 0.48% 30
2023
Q1 		$434K Sell
4,665
-23
-0.5% -$2.02K 0.4% 34
2022
Q4 		$383K Buy
+4,688
New +$356K 0.39% 35

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

HTG Investment Advisors's ORCL Position: Q2 2026 in Review

HTG Investment Advisors increased its Oracle (ORCL) stake by 63% in Q2 2026, buying an estimated $198K and bringing the position to 2,823 shares worth $414K. The position accounts for 0.11% of the portfolio, ranked #63.

HTG Investment Advisors first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $664K in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • HTG Investment Advisors held 2,823 shares of Oracle worth $414K as of Q2 2026.
  • HTG Investment Advisors bought 1,091 Oracle shares in Q2 2026, an estimated $198K.
  • Oracle made up 0.11% of HTG Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • HTG Investment Advisors first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • HTG Investment Advisors's Oracle position peaked at $664K in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.