Lee Financial’s Oracle ORCL Stock Holding History

Lee Financial’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	$885K	Buy	6,036 +50	+0.8%	+$9.06K	0.11%	84
2026 Q1	$881K	Sell	5,986 -194	-3%	-$31.5K	0.12%	79
2025 Q4	$1.2M	Sell	6,180 -492	-7%	-$117K	0.16%	66
2025 Q3	$1.88M	Buy	6,672 +542	+9%	+$138K	0.24%	45
2025 Q2	$1.34M	Sell	6,130 -8	-0.1%	-$1.29K	0.19%	64
2025 Q1	$858K	Sell	6,138 -309	-5%	-$50.3K	0.13%	77
2024 Q4	$1.07M	Sell	6,447 -634	-9%	-$113K	0.15%	77
2024 Q3	$1.21M	Buy	7,081 +293	+4%	+$42.4K	0.17%	69
2024 Q2	$958K	Hold	6,788	–	–	0.16%	73
2024 Q1	$853K	Sell	6,788 -34	-0.5%	-$3.89K	0.14%	78
2023 Q4	$719K	Sell	6,822 -9	-0.1%	-$982	0.13%	80
2023 Q3	$724K	Buy	6,831 +34	+0.5%	+$3.94K	0.13%	72
2023 Q2	$809K	Sell	6,797 -93	-1%	-$9.62K	0.14%	67
2023 Q1	$640K	Buy	6,890 +95	+1%	+$8.33K	0.11%	76
2022 Q4	$555K	Hold	6,795	–	–	0.09%	91
2022 Q3	$415K	Buy	6,795 +3	+0%	+$220	0.08%	96
2022 Q2	$475K	Buy	6,792 +665	+11%	+$48.7K	0.09%	94
2022 Q1	$507K	Sell	6,127 -160	-3%	-$13K	0.09%	93
2021 Q4	$548K	Hold	6,287	–	–	0.1%	94
2021 Q3	$548K	Hold	6,287	–	–	0.11%	86
2021 Q2	$489K	Sell	6,287 -770	-11%	-$60.3K	0.1%	91
2021 Q1	$495K	Hold	7,057	–	–	0.12%	88
2020 Q4	$457K	Sell	7,057 -74	-1%	-$4.41K	0.12%	87
2020 Q3	$426K	Hold	7,131	–	–	0.12%	88
2020 Q2	$394K	Buy	7,131 +600	+9%	+$31.8K	0.11%	89
2020 Q1	$316K	Hold	6,531	–	–	0.1%	88
2019 Q4	$346K	Hold	6,531	–	–	0.07%	99
2019 Q3	$359K	Hold	6,531	–	–	0.08%	99
2019 Q2	$372K	Hold	6,531	–	–	0.08%	94
2019 Q1	$351K	Sell	6,531 -2	-0%	-$102	0.08%	94
2018 Q4	$295K	Sell	6,533 -432	-6%	-$20.7K	0.08%	93
2018 Q3	$359K	Buy	6,965 +151	+2%	+$7.33K	0.09%	93
2018 Q2	$300K	Hold	6,814	–	–	0.07%	125
2018 Q1	$312K	Sell	6,814 -658	-9%	-$32.7K	0.08%	120
2017 Q4	$353K	Sell	7,472 -192	-3%	-$9.42K	0.1%	94
2017 Q3	$371K	Sell	7,664 -55	-0.7%	-$2.74K	0.12%	85
2017 Q2	$387K	Buy	7,719 +313	+4%	+$14.3K	0.14%	87
2017 Q1	$330K	Hold	7,406	–	–	0.13%	93
2016 Q4	$285K	Buy	+7,406	New	+$290K	0.16%	90

Other funds holding ORCL

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

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

FWIA

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Lee Financial's ORCL Position: Q2 2026 in Review

Lee Financial increased its Oracle (ORCL) stake by 0.84% in Q2 2026, buying an estimated $9.06K and bringing the position to 6,036 shares worth $885K. The position accounts for 0.11% of the portfolio, ranked #84.

Lee Financial first reported a position in ORCL in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.88M in Q3 2025. 912 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Lee Financial held 6,036 shares of Oracle worth $885K as of Q2 2026.
Lee Financial bought 50 Oracle shares in Q2 2026, an estimated $9.06K.
Oracle made up 0.11% of Lee Financial's portfolio in Q2 2026, its #84 holding.
Lee Financial first reported a position in Oracle in Q4 2016 and has held it in 39 quarters since.
Lee Financial's Oracle position peaked at $1.88M in Q3 2025.
912 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.