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Lathrop Investment Management’s Oracle ORCL Stock Holding History

Lathrop Investment Management’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 		$7.79M Sell
53,147
-1,321
-2% -$239K 1.38% 31
2026
Q1 		$8.01M Buy
54,468
+1,409
+3% +$229K 1.5% 29
2025
Q4 		$10.3M Sell
53,059
-1,677
-3% -$399K 1.88% 26
2025
Q3 		$15.4M Sell
54,736
-6,163
-10% -$1.57M 2.84% 15
2025
Q2 		$13.3M Sell
60,899
-973
-2% -$157K 2.52% 21
2025
Q1 		$8.65M Sell
61,872
-1,644
-3% -$268K 1.72% 27
2024
Q4 		$10.6M Sell
63,516
-394
-0.6% -$70K 2.02% 26
2024
Q3 		$10.9M Buy
63,910
+218
+0.3% +$31.6K 2.02% 26
2024
Q2 		$8.99M Buy
63,692
+29,102
+84% +$3.61M 1.76% 26
2024
Q1 		$4.34M Buy
34,590
+32,469
+1,531% +$3.72M 0.84% 37
2023
Q4 		$224K Hold
2,121
– – 0.05% 77
2023
Q3 		$225K Hold
2,121
– – 0.05% 75
2023
Q2 		$253K Sell
2,121
-40
-2% -$4.14K 0.05% 76
2023
Q1 		$201K Buy
+2,161
New +$189K 0.04% 84

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 $3.37T AUM 44.26% 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

Lathrop Investment Management's ORCL Position: Q2 2026 in Review

Lathrop Investment Management reduced its Oracle (ORCL) stake by 2.4% in Q2 2026, selling an estimated $239K and leaving 53,147 shares worth $7.79M. The position accounts for 1.38% of the portfolio, ranked #31.

Lathrop Investment Management first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.4M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Lathrop Investment Management held 53,147 shares of Oracle worth $7.79M as of Q2 2026.
  • Lathrop Investment Management sold 1,321 Oracle shares in Q2 2026, an estimated $239K.
  • Oracle made up 1.38% of Lathrop Investment Management's portfolio in Q2 2026, its #31 holding.
  • Lathrop Investment Management first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • Lathrop Investment Management's Oracle position peaked at $15.4M in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lathrop Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.