Joseph P. Lucia & Associates’s Oracle ORCL Stock Holding History

Joseph P. Lucia & 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
2025 Q4	–	Sell	-949	Closed	-$267K	–	173
2025 Q3	$267K	Buy	949 +18	+2%	+$4.58K	0.1%	137
2025 Q2	$204K	Buy	+931	New	+$150K	0.08%	148
2022 Q3	–	Sell	-995	Closed	-$70K	–	343
2022 Q2	$70K	Hold	995	–	–	0.05%	160
2022 Q1	$82K	Buy	+995	New	+$80.6K	0.05%	164
2021 Q4	–	Sell	-1,595	Closed	-$139K	–	421
2021 Q3	$139K	Hold	1,595	–	–	0.08%	144
2021 Q2	$124K	Hold	1,595	–	–	0.07%	153
2021 Q1	$112K	Hold	1,595	–	–	0.05%	150
2020 Q4	$103K	Buy	+1,595	New	+$95K	0.07%	147
2020 Q3	–	Sell	-2,195	Closed	-$121K	–	341
2020 Q2	$121K	Hold	2,195	–	–	0.11%	122
2020 Q1	$106K	Buy	2,195 +395	+22%	+$20.4K	0.12%	115
2019 Q4	$95K	Hold	1,800	–	–	0.09%	135
2019 Q3	$99K	Buy	1,800 +600	+50%	+$33.1K	0.1%	127
2019 Q2	$68K	Buy	+1,200	New	+$64.9K	0.07%	146

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joseph P. Lucia & Associates's ORCL Position: Q4 2025 in Review

Joseph P. Lucia & Associates sold out of Oracle (ORCL) in Q4 2025, closing a stake of 949 shares — an estimated $267K sold.

Joseph P. Lucia & Associates first reported a position in ORCL in Q2 2019 and held it in 13 quarters. The position peaked at $267K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Joseph P. Lucia & Associates reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Joseph P. Lucia & Associates sold 949 Oracle shares in Q4 2025, an estimated $267K.
Joseph P. Lucia & Associates first reported a position in Oracle in Q2 2019 and held it in 13 quarters.
Joseph P. Lucia & Associates's Oracle position peaked at $267K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2025, filed 28 Jan 2026.