Lakeshore Financial Planning’s Oracle ORCL Stock Holding History

Lakeshore Financial Planning’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	$289K	Buy	1,973 +1	+0.1%	+$181	0.09%	68
2026 Q1	$290K	Sell	1,972 -901	-31%	-$146K	0.11%	61
2025 Q4	$560K	Buy	2,873 +860	+43%	+$205K	0.2%	39
2025 Q3	$566K	Hold	2,013	–	–	0.21%	38
2025 Q2	$440K	Buy	2,013 +1	+0%	+$161	0.18%	41
2025 Q1	$281K	Hold	2,012	–	–	0.12%	52
2024 Q4	$335K	Buy	2,012 +115	+6%	+$20.4K	0.14%	46
2024 Q3	$323K	Hold	1,897	–	–	0.14%	49
2024 Q2	$268K	Buy	1,897 +1	+0.1%	+$124	0.13%	53
2024 Q1	$238K	Sell	1,896 -1	-0.1%	-$114	0.12%	56
2023 Q4	$200K	Hold	1,897	–	–	0.11%	61
2023 Q3	$201K	Buy	+1,897	New	+$220K	0.11%	59

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Lakeshore Financial Planning's ORCL Position: Q2 2026 in Review

Lakeshore Financial Planning increased its Oracle (ORCL) stake by 0.05% in Q2 2026, buying an estimated $181 and bringing the position to 1,973 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #68.

Lakeshore Financial Planning first reported a position in ORCL in Q3 2023 and has held it in 12 quarters since. The position peaked at $566K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Lakeshore Financial Planning held 1,973 shares of Oracle worth $289K as of Q2 2026.
Lakeshore Financial Planning bought 1 Oracle share in Q2 2026, an estimated $181.
Oracle made up 0.09% of Lakeshore Financial Planning's portfolio in Q2 2026, its #68 holding.
Lakeshore Financial Planning first reported a position in Oracle in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's Oracle position peaked at $566K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.