ORACLE CORP · CUSIP 68389X105 · CIK 1352526
As of 2026-06-30, Hartford Financial Management Inc. reported 13.39K ORCL (shares), valued at $1.96M, or 0.44% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 61.91%; reported value decreased 62.05%, and weight changed -0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.44% | 13,395 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 1.32% | 35,164 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 1.37% | 27,069 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 1.95% | 26,173 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 1.71% | 28,588 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 0.85% | 29,290 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 0.98% | 28,812 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 1.10% | 31,455 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 0.91% | 29,959 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 0.80% | 30,140 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 0.71% | 29,693 | SEC filing ↗Filed Jan 29, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.71% | 29,693 | $3.13M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 0.80% | 30,140 | $3.79M | Shares increased 1.51%; reported value increased 20.93%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 0.91% | 29,959 | $4.23M | Shares decreased 0.60%; reported value increased 11.74%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 1.10% | 31,455 | $5.36M | Shares increased 4.99%; reported value increased 26.71%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 0.98% | 28,812 | $4.80M | Shares decreased 8.40%; reported value decreased 10.42%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 0.85% | 29,290 | $4.10M | Shares increased 1.66%; reported value decreased 14.71%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 1.71% | 28,588 | $6.25M | Shares decreased 2.40%; reported value increased 52.63%, and weight changed +0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 1.95% | 26,173 | $7.36M | Shares decreased 8.45%; reported value increased 17.77%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 1.37% | 27,069 | $5.28M | Shares increased 3.42%; reported value decreased 28.32%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 1.32% | 35,164 | $5.17M | Shares increased 29.91%; reported value decreased 1.95%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 0.44% | 13,395 | $1.96M | Shares decreased 61.91%; reported value decreased 62.05%, and weight changed -0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.