Lantz Financial
ORCL icon

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
Q3 		$1.67M Sell
12,146
-474
-4% -$66.9K 0.3% 83
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% +$9.7K 0.13% 133
2021
Q1 		$222K Buy
+3,164
New +$205K 0.13% 125

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Lantz Financial's ORCL Position: Q3 2026 in Review

Lantz Financial reduced its Oracle (ORCL) stake by 3.8% in Q3 2026, selling an estimated $66.9K and leaving 12,146 shares worth $1.67M. The position accounts for 0.3% of the portfolio, ranked #83.

Lantz Financial first reported a position in ORCL in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.82M in Q3 2025. 1,580 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Lantz Financial held 12,146 shares of Oracle worth $1.67M as of Q3 2026.
  • Lantz Financial sold 474 Oracle shares in Q3 2026, an estimated $66.9K.
  • Oracle made up 0.3% of Lantz Financial's portfolio in Q3 2026, its #83 holding.
  • Lantz Financial first reported a position in Oracle in Q1 2021 and has held it in 22 quarters since.
  • Lantz Financial's Oracle position peaked at $3.82M in Q3 2025.
  • 1,580 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.