Lazari Capital Management’s Oracle ORCL Stock Holding History

Lazari Capital 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	$1.02M	Sell	6,951 -843	-11%	-$153K	0.31%	55
2026 Q1	$1.15M	Buy	7,794 +2,219	+40%	+$361K	0.4%	47
2025 Q4	$1.09M	Buy	5,575 +1,793	+47%	+$427K	0.37%	47
2025 Q3	$1.06M	Buy	3,782 +93	+3%	+$23.7K	0.36%	47
2025 Q2	$806K	Buy	3,689 +8	+0.2%	+$1.29K	0.3%	54
2025 Q1	$515K	Sell	3,681 -10	-0.3%	-$1.63K	0.21%	79
2024 Q4	$615K	Sell	3,691 -284	-7%	-$50.4K	0.25%	68
2024 Q3	$677K	Buy	3,975 +108	+3%	+$15.6K	0.29%	59
2024 Q2	$546K	Buy	3,867 +361	+10%	+$44.8K	0.25%	70
2024 Q1	$440K	Hold	3,506	–	–	0.24%	67
2023 Q4	$370K	Buy	3,506 +1	+0%	+$109	0.21%	71
2023 Q3	$371K	Buy	3,505 +40	+1%	+$4.63K	0.22%	69
2023 Q2	$413K	Buy	+3,465	New	+$358K	0.23%	63

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Lazari Capital Management's ORCL Position: Q2 2026 in Review

Lazari Capital Management reduced its Oracle (ORCL) stake by 11% in Q2 2026, selling an estimated $153K and leaving 6,951 shares worth $1.02M. The position accounts for 0.31% of the portfolio, ranked #55.

Lazari Capital Management first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q1 2026. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Lazari Capital Management held 6,951 shares of Oracle worth $1.02M as of Q2 2026.
Lazari Capital Management sold 843 Oracle shares in Q2 2026, an estimated $153K.
Oracle made up 0.31% of Lazari Capital Management's portfolio in Q2 2026, its #55 holding.
Lazari Capital Management first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Oracle position peaked at $1.15M in Q1 2026.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.