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Lake Street Private Wealth’s Oracle ORCL Stock Holding History

Lake Street Private Wealth’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 		$439K Buy
2,985
+161
+6% +$26.2K 0.06% 180
2025
Q4 		$550K Buy
2,824
+463
+20% +$110K 0.07% 164
2025
Q3 		$664K Buy
2,361
+417
+21% +$106K 0.09% 140
2025
Q2 		$425K Buy
1,944
+400
+26% +$64.6K 0.06% 180
2025
Q1 		$216K Buy
1,544
+268
+21% +$43.6K 0.04% 229
2024
Q4 		$213K Sell
1,276
-15
-1% -$2.67K 0.03% 232
2024
Q3 		$220K Sell
1,291
-10,370
-89% -$1.5M 0.04% 238
2024
Q2 		$1.65M Buy
11,661
+2,182
+23% +$271K 0.21% 111
2024
Q1 		$1.19M Sell
9,479
-245
-3% -$28K 0.16% 131
2023
Q4 		$1.03M Buy
9,724
+7,473
+332% +$816K 0.16% 128
2023
Q3 		$239K Buy
2,251
+197
+10% +$22.8K 0.04% 247
2023
Q2 		$245K Buy
+2,054
New +$212K 0.04% 248
2022
Q3 		– Sell
-3,186
Closed -$223K – 303
2022
Q2 		$223K Sell
3,186
-275
-8% -$20.1K 0.05% 262
2022
Q1 		$286K Sell
3,461
-2,642
-43% -$214K 0.05% 257
2021
Q4 		$532K Buy
+6,103
New +$573K 0.09% 190

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

Lake Street Private Wealth's ORCL Position: Q1 2026 in Review

Lake Street Private Wealth increased its Oracle (ORCL) stake by 5.7% in Q1 2026, buying an estimated $26.2K and bringing the position to 2,985 shares worth $439K. The position accounts for 0.06% of the portfolio, ranked #180.

Lake Street Private Wealth first reported a position in ORCL in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.65M in Q2 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Lake Street Private Wealth held 2,985 shares of Oracle worth $439K as of Q1 2026.
  • Lake Street Private Wealth bought 161 Oracle shares in Q1 2026, an estimated $26.2K.
  • Oracle made up 0.06% of Lake Street Private Wealth's portfolio in Q1 2026, its #180 holding.
  • Lake Street Private Wealth first reported a position in Oracle in Q4 2021 and has held it in 15 quarters since.
  • Lake Street Private Wealth's Oracle position peaked at $1.65M in Q2 2024.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.