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Leo Wealth LLC’s Oracle ORCL Stock Holding History

Leo Wealth LLC’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 		$799K Sell
5,429
-435
-7% -$70.7K 0.06% 208
2025
Q4 		$1.14M Buy
5,864
+818
+16% +$195K 0.08% 166
2025
Q3 		$1.42M Sell
5,046
-2,099
-29% -$535K 0.18% 102
2025
Q2 		$1.56M Buy
7,145
+131
+2% +$21.2K 0.12% 134
2025
Q1 		$981K Buy
7,014
+789
+13% +$128K 0.14% 126
2024
Q4 		$1.04M Sell
6,225
-49
-0.8% -$8.7K 0.09% 154
2024
Q3 		$1.07M Buy
6,274
+543
+9% +$78.7K 0.1% 147
2024
Q2 		$811K Sell
5,731
-4,091
-42% -$508K 0.08% 164
2024
Q1 		$1.23M Sell
9,822
-873
-8% -$99.9K 0.13% 127
2023
Q4 		$1.13M Buy
+10,695
New +$1.17M 0.12% 132

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 Wealth LLC's ORCL Position: Q1 2026 in Review

Leo Wealth LLC reduced its Oracle (ORCL) stake by 7.4% in Q1 2026, selling an estimated $70.7K and leaving 5,429 shares worth $799K. The position accounts for 0.06% of the portfolio, ranked #208.

Leo Wealth LLC first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Leo Wealth LLC held 5,429 shares of Oracle worth $799K as of Q1 2026.
  • Leo Wealth LLC sold 435 Oracle shares in Q1 2026, an estimated $70.7K.
  • Oracle made up 0.06% of Leo Wealth LLC's portfolio in Q1 2026, its #208 holding.
  • Leo Wealth LLC first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Oracle position peaked at $1.56M in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.