LFP
ORCL icon

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
Q3 		$271K Buy
1,974
+1
+0.1% +$141 0.08% 77
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Lakeshore Financial Planning's ORCL Position: Q3 2026 in Review

Lakeshore Financial Planning increased its Oracle (ORCL) stake by 0.05% in Q3 2026, buying an estimated $141 and bringing the position to 1,974 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #77.

Lakeshore Financial Planning first reported a position in ORCL in Q3 2023 and has held it in 13 quarters since. The position peaked at $566K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Lakeshore Financial Planning held 1,974 shares of Oracle worth $271K as of Q3 2026.
  • Lakeshore Financial Planning bought 1 Oracle share in Q3 2026, an estimated $141.
  • Oracle made up 0.08% of Lakeshore Financial Planning's portfolio in Q3 2026, its #77 holding.
  • Lakeshore Financial Planning first reported a position in Oracle in Q3 2023 and has held it in 13 quarters since.
  • Lakeshore Financial Planning's Oracle position peaked at $566K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Lakeshore Financial Planning's 13F filing for Q3 2026, filed 13 Oct 2026.