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 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 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

HTG Investment Advisors's ORCL Position: Q1 2026 in Review

HTG Investment Advisors reduced its Oracle (ORCL) stake by 19% in Q1 2026, selling an estimated $64.9K and leaving 1,732 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #74.

HTG Investment Advisors first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $664K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

HTG Investment Advisors held 1,732 shares of Oracle worth $255K as of Q1 2026.
HTG Investment Advisors sold 399 Oracle shares in Q1 2026, an estimated $64.9K.
Oracle made up 0.07% of HTG Investment Advisors's portfolio in Q1 2026, its #74 holding.
HTG Investment Advisors first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
HTG Investment Advisors's Oracle position peaked at $664K in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.