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Lafayette Investments’s Oracle ORCL Stock Holding History

Lafayette Investments’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 		– Sell
-1,100
Closed -$214K – 162
2025
Q4 		$214K Sell
1,100
-300
-21% -$71.4K 0.04% 151
2025
Q3 		$394K Buy
1,400
+125
+10% +$31.8K 0.08% 110
2025
Q2 		$279K Buy
+1,275
New +$206K 0.06% 131
2025
Q1 		– Sell
-1,350
Closed -$225K – 151
2024
Q4 		$225K Hold
1,350
– – 0.05% 138
2024
Q3 		$230K Buy
+1,350
New +$196K 0.05% 135

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lafayette Investments's ORCL Position: Q1 2026 in Review

Lafayette Investments sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,100 shares — an estimated $214K sold.

Lafayette Investments first reported a position in ORCL in Q3 2024 and held it in 5 quarters. The position peaked at $394K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Lafayette Investments reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Lafayette Investments sold 1,100 Oracle shares in Q1 2026, an estimated $214K.
  • Lafayette Investments first reported a position in Oracle in Q3 2024 and held it in 5 quarters.
  • Lafayette Investments's Oracle position peaked at $394K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.