LHEI
ORCL icon

Leo H. Evart Inc’s Oracle ORCL Stock Holding History

Leo H. Evart Inc’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 		$2.07M Buy
+14,044
New +$2.28M 1.77% 17
2023
Q3 		$1.56M Sell
14,724
-265
-2% -$30.7K 2.39% 15
2023
Q2 		$1.79M Sell
14,989
-120
-0.8% -$12.4K 2.48% 15
2023
Q1 		$1.4M Buy
15,109
+1
+0% +$88 2.05% 17
2022
Q4 		$1.23M Buy
15,108
+1
+0% +$76 1.87% 17
2022
Q3 		$923K Buy
15,107
+1
+0% +$73 1.41% 17
2022
Q2 		$1.05M Buy
15,106
+1
+0% +$73 1.28% 18
2022
Q1 		$1.25M Buy
15,105
+1
+0% +$81 1.29% 18
2021
Q4 		$1.32M Buy
+15,104
New +$1.42M 1.28% 18

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

Leo H. Evart Inc's ORCL Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Oracle (ORCL) in Q1 2026: 14,044 shares worth $2.07M. The stake represents 1.77% of the portfolio and ranks #17 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in ORCL as recently as Q3 2023.

Leo H. Evart Inc first reported a position in ORCL in Q4 2021 and has held it in 9 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Leo H. Evart Inc held 14,044 shares of Oracle worth $2.07M as of Q1 2026.
  • Oracle was a new Leo H. Evart Inc position in Q1 2026.
  • Oracle made up 1.77% of Leo H. Evart Inc's portfolio in Q1 2026, its #17 holding.
  • Leo H. Evart Inc first reported a position in Oracle in Q4 2021 and has held it in 9 quarters since.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.