Lebenthal Global Advisors’s Oracle ORCL Stock Holding History

Lebenthal Global 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 Q1	$3.35M	Sell	22,760 -1,909	-8%	-$310K	0.49%	41
2025 Q4	$4.81M	Buy	24,669 +8,030	+48%	+$1.91M	0.74%	25
2025 Q3	$4.68M	Buy	16,639 +152	+0.9%	+$38.7K	0.82%	23
2025 Q2	$3.6M	Buy	16,487 +963	+6%	+$156K	0.67%	26
2025 Q1	$2.17M	Buy	15,524 +5,742	+59%	+$935K	0.41%	33
2024 Q4	$1.63M	Buy	9,782 +828	+9%	+$147K	0.3%	52
2024 Q3	$1.53M	Buy	8,954 +120	+1%	+$17.4K	0.31%	45
2024 Q2	$1.25M	Buy	+8,834	New	+$1.1M	0.27%	47
2021 Q1	–	Sell	-200	Closed	-$12K	–	413
2020 Q4	$12K	Buy	+200	New	+$11.9K	0.01%	427

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lebenthal Global Advisors's ORCL Position: Q1 2026 in Review

Lebenthal Global Advisors reduced its Oracle (ORCL) stake by 7.7% in Q1 2026, selling an estimated $310K and leaving 22,760 shares worth $3.35M. The position accounts for 0.49% of the portfolio, ranked #41.

Lebenthal Global Advisors first reported a position in ORCL in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.81M in Q4 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Lebenthal Global Advisors held 22,760 shares of Oracle worth $3.35M as of Q1 2026.
Lebenthal Global Advisors sold 1,909 Oracle shares in Q1 2026, an estimated $310K.
Oracle made up 0.49% of Lebenthal Global Advisors's portfolio in Q1 2026, its #41 holding.
Lebenthal Global Advisors first reported a position in Oracle in Q4 2020 and has held it in 9 quarters since.
Lebenthal Global Advisors's Oracle position peaked at $4.81M in Q4 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.