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Lantz Financial’s Oracle ORCL Stock Holding History

Lantz Financial’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 		$1.85M Sell
12,620
-238
-2% -$43.1K 0.34% 82
2026
Q1 		$1.89M Sell
12,858
-418
-3% -$67.9K 0.39% 70
2025
Q4 		$2.59M Sell
13,276
-301
-2% -$71.7K 0.55% 49
2025
Q3 		$3.82M Sell
13,577
-375
-3% -$95.5K 0.84% 29
2025
Q2 		$3.05M Sell
13,952
-693
-5% -$112K 0.76% 30
2025
Q1 		$2.05M Buy
14,645
+266
+2% +$43.3K 0.56% 48
2024
Q4 		$2.4M Buy
14,379
+359
+3% +$63.8K 0.64% 41
2024
Q3 		$2.39M Buy
14,020
+1,295
+10% +$188K 0.65% 44
2024
Q2 		$1.8M Sell
12,725
-105
-0.8% -$13K 0.56% 55
2024
Q1 		$1.61M Buy
12,830
+433
+3% +$49.6K 0.52% 60
2023
Q4 		$1.31M Buy
12,397
+44
+0.4% +$4.8K 0.47% 68
2023
Q3 		$1.31M Buy
12,353
+68
+0.6% +$7.87K 0.52% 59
2023
Q2 		$1.46M Buy
12,285
+148
+1% +$15.3K 0.57% 57
2023
Q1 		$1.13M Buy
12,137
+824
+7% +$72.3K 0.47% 68
2022
Q4 		$925K Buy
+11,313
New +$860K 0.42% 65
2022
Q3 		– Sell
-3,591
Closed -$251K – 173
2022
Q2 		$251K Buy
3,591
+121
+3% +$8.86K 0.11% 140
2022
Q1 		$287K Buy
3,470
+52
+2% +$4.21K 0.12% 142
2021
Q4 		$298K Buy
3,418
+66
+2% +$6.2K 0.14% 126
2021
Q3 		$292K Buy
3,352
+64
+2% +$5.65K 0.15% 123
2021
Q2 		$256K Buy
3,288
+124
+4% +$9.71K 0.13% 133
2021
Q1 		$222K Buy
+3,164
New +$205K 0.13% 125

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Lantz Financial's ORCL Position: Q2 2026 in Review

Lantz Financial reduced its Oracle (ORCL) stake by 1.9% in Q2 2026, selling an estimated $43.1K and leaving 12,620 shares worth $1.85M. The position accounts for 0.34% of the portfolio, ranked #82.

Lantz Financial first reported a position in ORCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.82M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Lantz Financial held 12,620 shares of Oracle worth $1.85M as of Q2 2026.
  • Lantz Financial sold 238 Oracle shares in Q2 2026, an estimated $43.1K.
  • Oracle made up 0.34% of Lantz Financial's portfolio in Q2 2026, its #82 holding.
  • Lantz Financial first reported a position in Oracle in Q1 2021 and has held it in 21 quarters since.
  • Lantz Financial's Oracle position peaked at $3.82M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.