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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
Q2 		$2.82M Sell
19,237
-3,523
-15% -$638K 0.38% 58
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lebenthal Global Advisors's ORCL Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its Oracle (ORCL) stake by 15% in Q2 2026, selling an estimated $638K and leaving 19,237 shares worth $2.82M. The position accounts for 0.38% of the portfolio, ranked #58.

Lebenthal Global Advisors first reported a position in ORCL in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.81M in Q4 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Lebenthal Global Advisors held 19,237 shares of Oracle worth $2.82M as of Q2 2026.
  • Lebenthal Global Advisors sold 3,523 Oracle shares in Q2 2026, an estimated $638K.
  • Oracle made up 0.38% of Lebenthal Global Advisors's portfolio in Q2 2026, its #58 holding.
  • Lebenthal Global Advisors first reported a position in Oracle in Q4 2020 and has held it in 10 quarters since.
  • Lebenthal Global Advisors's Oracle position peaked at $4.81M in Q4 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.