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YHB Investment Advisors’s Oracle ORCL Stock Holding History

YHB 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 		$9.18M Sell
62,632
-1,684
-3% -$305K 0.59% 48
2026
Q1 		$9.46M Sell
64,316
-1,281
-2% -$208K 0.68% 38
2025
Q4 		$12.8M Sell
65,597
-663
-1% -$158K 0.88% 31
2025
Q3 		$18.6M Sell
66,260
-1,151
-2% -$293K 1.36% 16
2025
Q2 		$14.7M Sell
67,411
-994
-1% -$161K 1.14% 19
2025
Q1 		$9.56M Sell
68,405
-1,499
-2% -$244K 0.8% 32
2024
Q4 		$11.6M Sell
69,904
-3,077
-4% -$547K 0.96% 25
2024
Q3 		$12.4M Sell
72,981
-783
-1% -$113K 1.03% 25
2024
Q2 		$10.4M Sell
73,764
-684
-0.9% -$84.9K 0.9% 26
2024
Q1 		$9.35M Sell
74,448
-1,824
-2% -$209K 0.83% 28
2023
Q4 		$8.04M Sell
76,272
-7,373
-9% -$805K 0.78% 34
2023
Q3 		$8.86M Sell
83,645
-338
-0.4% -$39.1K 0.82% 32
2023
Q2 		$10M Sell
83,983
-2,298
-3% -$238K 0.93% 27
2023
Q1 		$8.02M Sell
86,281
-855
-1% -$75K 0.8% 31
2022
Q4 		$7.12M Sell
87,136
-4,076
-4% -$310K 0.76% 39
2022
Q3 		$5.57M Sell
91,212
-479
-0.5% -$35.1K 0.62% 44
2022
Q2 		$6.41M Sell
91,691
-1,255
-1% -$91.9K 0.68% 41
2022
Q1 		$7.69M Sell
92,946
-7,406
-7% -$600K 0.68% 43
2021
Q4 		$8.75M Buy
100,352
+376
+0.4% +$35.3K 0.69% 39
2021
Q3 		$8.71M Sell
99,976
-910
-0.9% -$80.4K 0.75% 34
2021
Q2 		$7.85M Buy
100,886
+2
+0% +$157 0.67% 41
2021
Q1 		$7.96M Sell
100,884
-2,108
-2% -$136K 0.69% 41
2020
Q4 		$6.66M Sell
102,992
-67
-0.1% -$3.99K 0.63% 43
2020
Q3 		$6.15M Sell
103,059
-15,235
-13% -$865K 0.67% 39
2020
Q2 		$6.54M Sell
118,294
-10,084
-8% -$534K 0.94% 32
2020
Q1 		$6.2M Sell
128,378
-21,974
-15% -$1.13M 1.07% 30
2019
Q4 		$7.97M Sell
150,352
-1,432
-0.9% -$78.8K 1.14% 28
2019
Q3 		$8.35M Sell
151,784
-9,094
-6% -$502K 1.27% 23
2019
Q2 		$9.16M Sell
160,878
-24,675
-13% -$1.34M 1.46% 18
2019
Q1 		$9.97M Sell
185,553
-3,504
-2% -$179K 1.56% 17
2018
Q4 		$8.54M Sell
189,057
-42,273
-18% -$2.03M 1.53% 17
2018
Q3 		$11.9M Sell
231,330
-29,660
-11% -$1.44M 1.8% 12
2018
Q2 		$11.5M Sell
260,990
-13,768
-5% -$634K 1.88% 10
2018
Q1 		$12.6M Buy
274,758
+124
+0% +$6.17K 2.13% 8
2017
Q4 		$13M Sell
274,634
-508
-0.2% -$24.9K 2.21% 9
2017
Q3 		$13.3M Buy
275,142
+54,546
+25% +$2.71M 2.38% 7
2017
Q2 		$11.1M Sell
220,596
-65,110
-23% -$2.97M 1.9% 9
2017
Q1 		$12.8M Sell
285,706
-468
-0.2% -$19.5K 2.47% 8
2016
Q4 		$11M Buy
286,174
+79,168
+38% +$3.1M 2.29% 8
2016
Q3 		$8.13M Sell
207,006
-77,062
-27% -$3.14M 1.96% 11
2016
Q2 		$11.6M Buy
284,068
+109,350
+63% +$4.37M 2.56% 7
2016
Q1 		$7.15M Sell
174,718
-111,598
-39% -$4.13M 1.93% 16
2015
Q4 		$10.5M Buy
286,316
+6,700
+2% +$256K 2.37% 7
2015
Q3 		$10.1M Buy
279,616
+540
+0.2% +$20.8K 2.39% 8
2015
Q2 		$11.2M Buy
279,076
+8,049
+3% +$349K 2.45% 8
2015
Q1 		$11.7M Sell
271,027
-2,255
-0.8% -$97.7K 2.62% 5
2014
Q4 		$12.3M Buy
273,282
+4,228
+2% +$172K 2.81% 4
2014
Q3 		$10.3M Buy
269,054
+375
+0.1% +$15.2K 2.47% 8
2014
Q2 		$10.9M Buy
268,679
+192
+0.1% +$7.9K 2.63% 5
2014
Q1 		$11M Buy
268,487
+16,498
+7% +$628K 2.79% 4
2013
Q4 		$9.64M Buy
251,989
+9,799
+4% +$337K 2.59% 5
2013
Q3 		$8.03M Buy
242,190
+27,720
+13% +$899K 2.38% 6
2013
Q2 		$6.59M Buy
+214,470
New +$7.12M 2.05% 9

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

YHB Investment Advisors reduced its Oracle (ORCL) stake by 2.6% in Q2 2026, selling an estimated $305K and leaving 62,632 shares worth $9.18M. The position accounts for 0.59% of the portfolio, ranked #48.

YHB Investment Advisors first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.6M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • YHB Investment Advisors held 62,632 shares of Oracle worth $9.18M as of Q2 2026.
  • YHB Investment Advisors sold 1,684 Oracle shares in Q2 2026, an estimated $305K.
  • Oracle made up 0.59% of YHB Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • YHB Investment Advisors first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Oracle position peaked at $18.6M in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.