Alan B. Lancz & Associates’s Oracle ORCL Stock Holding History

Alan B. Lancz & Associates’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	$644K	Sell	4,375 -794	-15%	-$129K	0.62%	41
2025 Q4	$1.01M	Buy	5,169 +300	+6%	+$71.4K	0.89%	24
2025 Q3	$1.37M	Buy	4,869 +250	+5%	+$63.7K	1.24%	17
2025 Q2	$1.01M	Buy	4,619 +100	+2%	+$16.1K	1.01%	22
2025 Q1	$632K	Buy	4,519 +525	+13%	+$85.5K	0.67%	35
2024 Q4	$666K	Sell	3,994 -600	-13%	-$107K	0.68%	34
2024 Q3	$783K	Hold	4,594	–	–	0.72%	34
2024 Q2	$649K	Buy	+4,594	New	+$570K	0.64%	35
2023 Q4	$484K	Hold	4,594	–	–	0.51%	49
2023 Q3	$487K	Hold	4,594	–	–	0.55%	46
2023 Q2	$547K	Hold	4,594	–	–	0.59%	44
2023 Q1	$427K	Hold	4,594	–	–	0.44%	66
2022 Q4	$410K	Hold	4,594	–	–	0.41%	75
2022 Q3	$281K	Hold	4,594	–	–	0.33%	91
2022 Q2	$358K	Sell	4,594 -559	-11%	-$40.9K	0.35%	85
2022 Q1	$426K	Hold	5,153	–	–	0.38%	79
2021 Q4	$449K	Buy	+5,153	New	+$484K	0.39%	72

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

Alan B. Lancz & Associates's ORCL Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Oracle (ORCL) stake by 15% in Q1 2026, selling an estimated $129K and leaving 4,375 shares worth $644K. The position accounts for 0.62% of the portfolio, ranked #41.

Alan B. Lancz & Associates first reported a position in ORCL in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.37M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Alan B. Lancz & Associates held 4,375 shares of Oracle worth $644K as of Q1 2026.
Alan B. Lancz & Associates sold 794 Oracle shares in Q1 2026, an estimated $129K.
Oracle made up 0.62% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #41 holding.
Alan B. Lancz & Associates first reported a position in Oracle in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Oracle position peaked at $1.37M in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.