LSPW
ORCL icon

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
Q2 		$483K Buy
3,299
+314
+11% +$56.9K 0.06% 181
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lake Street Private Wealth's ORCL Position: Q2 2026 in Review

Lake Street Private Wealth increased its Oracle (ORCL) stake by 11% in Q2 2026, buying an estimated $56.9K and bringing the position to 3,299 shares worth $483K. The position accounts for 0.06% of the portfolio, ranked #181.

Lake Street Private Wealth first reported a position in ORCL in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.65M in Q2 2024. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Lake Street Private Wealth held 3,299 shares of Oracle worth $483K as of Q2 2026.
  • Lake Street Private Wealth bought 314 Oracle shares in Q2 2026, an estimated $56.9K.
  • Oracle made up 0.06% of Lake Street Private Wealth's portfolio in Q2 2026, its #181 holding.
  • Lake Street Private Wealth first reported a position in Oracle in Q4 2021 and has held it in 16 quarters since.
  • Lake Street Private Wealth's Oracle position peaked at $1.65M in Q2 2024.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.