LC
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Lawood & Co’s Oracle ORCL Stock Holding History

Lawood & Co’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 		$275K Hold
2,003
– – 0.19% 80
2026
Q2 		$294K Sell
2,003
-21
-1% -$3.81K 0.2% 80
2026
Q1 		$298K Hold
2,024
– – 0.28% 77
2025
Q4 		$394K Buy
+2,024
New +$482K 0.37% 66

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Lawood & Co's ORCL Position: Q3 2026 in Review

Lawood & Co held its Oracle (ORCL) position steady in Q3 2026 at 2,003 shares worth $275K. The position accounts for 0.19% of the portfolio, ranked #80.

Lawood & Co first reported a position in ORCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $394K in Q4 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Lawood & Co held 2,003 shares of Oracle worth $275K as of Q3 2026.
  • Lawood & Co left its Oracle share count unchanged in Q3 2026.
  • Oracle made up 0.19% of Lawood & Co's portfolio in Q3 2026, its #80 holding.
  • Lawood & Co first reported a position in Oracle in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Oracle position peaked at $394K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.