LA
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Latitude Advisors’s Oracle ORCL Stock Holding History

Latitude Advisors’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 		$131K Buy
+955
New +$135K 0.04% 330
2026
Q2 		– Sell
-1,538
Closed -$226K – 246
2026
Q1 		$226K Sell
1,538
-753
-33% -$122K 0.1% 200
2025
Q4 		$447K Sell
2,291
-127
-5% -$30.2K 0.2% 117
2025
Q3 		$680K Sell
2,418
-300
-11% -$76.4K 0.31% 79
2025
Q2 		$594K Buy
2,718
+2
+0.1% +$323 0.3% 79
2025
Q1 		$380K Buy
2,716
+232
+9% +$37.8K 0.22% 110
2024
Q4 		$414K Sell
2,484
-55
-2% -$9.8K 0.23% 98
2024
Q3 		$433K Buy
2,539
+72
+3% +$10.4K 0.24% 103
2024
Q2 		$348K Sell
2,467
-37
-1% -$4.6K 0.21% 108
2024
Q1 		$315K Buy
2,504
+275
+12% +$31.5K 0.2% 113
2023
Q4 		$235K Buy
2,229
+1
+0% +$109 0.17% 141
2023
Q3 		$236K Buy
2,228
+1
+0% +$116 0.17% 136
2023
Q2 		$265K Sell
2,227
-5,084
-70% -$526K 0.18% 123
2023
Q1 		$679K Sell
7,311
-792
-10% -$69.5K 0.49% 40
2022
Q4 		$662K Sell
8,103
-877
-10% -$66.6K 0.5% 38
2022
Q3 		$548K Buy
8,980
+224
+3% +$16.4K 0.45% 40
2022
Q2 		$612K Sell
8,756
-18,335
-68% -$1.34M 0.56% 38
2022
Q1 		$2.24M Buy
27,091
+5,158
+24% +$418K 0.5% 32
2021
Q4 		$1.91M Buy
21,933
+79
+0.4% +$7.42K 0.53% 27
2021
Q3 		$1.9M Buy
21,854
+11,494
+111% +$1.02M 0.6% 27
2021
Q2 		$806K Sell
10,360
-81
-0.8% -$6.34K 0.6% 33
2021
Q1 		$733K Sell
10,441
-7,073
-40% -$458K 0.6% 35
2020
Q4 		$1.13M Buy
+17,514
New +$1.04M 1% 20

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

Latitude Advisors's ORCL Position: Q3 2026 in Review

Latitude Advisors opened a new position in Oracle (ORCL) in Q3 2026: 955 shares worth $131K. The stake represents 0.04% of the portfolio and ranks #330 among its holdings. This is a return to the name: Latitude Advisors previously reported a position in ORCL as recently as Q1 2026.

Latitude Advisors first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.24M in Q1 2022. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Latitude Advisors held 955 shares of Oracle worth $131K as of Q3 2026.
  • Oracle was a new Latitude Advisors position in Q3 2026.
  • Oracle made up 0.04% of Latitude Advisors's portfolio in Q3 2026, its #330 holding.
  • Latitude Advisors first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Oracle position peaked at $2.24M in Q1 2022.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.