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LeConte Wealth Management’s Oracle ORCL Stock Holding History

LeConte Wealth 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
Q1 		$359K Sell
2,441
-423
-15% -$68.8K 0.23% 73
2025
Q4 		$558K Buy
2,864
+653
+30% +$155K 0.36% 41
2025
Q3 		$622K Sell
2,211
-76
-3% -$19.4K 0.42% 36
2025
Q2 		$500K Buy
2,287
+621
+37% +$100K 0.34% 41
2025
Q1 		$233K Buy
+1,666
New +$271K 0.15% 54

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LeConte Wealth Management's ORCL Position: Q1 2026 in Review

LeConte Wealth Management reduced its Oracle (ORCL) stake by 15% in Q1 2026, selling an estimated $68.8K and leaving 2,441 shares worth $359K. The position accounts for 0.23% of the portfolio, ranked #73.

LeConte Wealth Management first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $622K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • LeConte Wealth Management held 2,441 shares of Oracle worth $359K as of Q1 2026.
  • LeConte Wealth Management sold 423 Oracle shares in Q1 2026, an estimated $68.8K.
  • Oracle made up 0.23% of LeConte Wealth Management's portfolio in Q1 2026, its #73 holding.
  • LeConte Wealth Management first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's Oracle position peaked at $622K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.