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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lathrop Investment Management's ORCL Position: Q1 2026 in Review

Lathrop Investment Management increased its Oracle (ORCL) stake by 2.7% in Q1 2026, buying an estimated $229K and bringing the position to 54,468 shares worth $8.01M. The position accounts for 1.5% of the portfolio, ranked #29.

Lathrop Investment Management first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $15.4M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Lathrop Investment Management held 54,468 shares of Oracle worth $8.01M as of Q1 2026.
  • Lathrop Investment Management bought 1,409 Oracle shares in Q1 2026, an estimated $229K.
  • Oracle made up 1.5% of Lathrop Investment Management's portfolio in Q1 2026, its #29 holding.
  • Lathrop Investment Management first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
  • Lathrop Investment Management's Oracle position peaked at $15.4M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.