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Leonard Rickey Investment Advisors’s Oracle ORCL Stock Holding History

Leonard Rickey Investment 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 		$449K Sell
3,066
-120
-4% -$21.7K 0.07% 76
2026
Q1 		$469K Sell
3,186
-86
-3% -$14K 0.08% 69
2025
Q4 		$638K Buy
3,272
+74
+2% +$17.6K 0.12% 61
2025
Q3 		$899K Sell
3,198
-885
-22% -$225K 0.17% 49
2025
Q2 		$893K Buy
4,083
+74
+2% +$11.9K 0.18% 47
2025
Q1 		$540K Sell
4,009
-1,023
-20% -$167K 0.12% 55
2024
Q4 		$839K Buy
5,032
+122
+2% +$21.7K 0.19% 47
2024
Q3 		$837K Buy
4,910
+107
+2% +$15.5K 0.19% 47
2024
Q2 		$678K Buy
4,803
+1,007
+27% +$125K 0.16% 49
2024
Q1 		$477K Buy
3,796
+211
+6% +$24.1K 0.12% 53
2023
Q4 		$378K Buy
3,585
+50
+1% +$5.46K 0.11% 54
2023
Q3 		$374K Buy
3,535
+147
+4% +$17K 0.12% 54
2023
Q2 		$403K Sell
3,388
-456
-12% -$47.1K 0.15% 49
2023
Q1 		$357K Buy
3,844
+347
+10% +$30.4K 0.14% 49
2022
Q4 		$286K Buy
+3,497
New +$266K 0.12% 51
2022
Q1 		– Sell
-2,404
Closed -$210K – 74
2021
Q4 		$210K Sell
2,404
-566
-19% -$53.1K 0.08% 71
2021
Q3 		$259K Buy
2,970
+79
+3% +$6.98K 0.11% 60
2021
Q2 		$262K Buy
+2,891
New +$226K 0.11% 59

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 $3.38T AUM 44.17% 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

Leonard Rickey Investment Advisors's ORCL Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Oracle (ORCL) stake by 3.8% in Q2 2026, selling an estimated $21.7K and leaving 3,066 shares worth $449K. The position accounts for 0.07% of the portfolio, ranked #76.

Leonard Rickey Investment Advisors first reported a position in ORCL in Q2 2021 and has held it in 18 quarters since. The position peaked at $899K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Leonard Rickey Investment Advisors held 3,066 shares of Oracle worth $449K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 120 Oracle shares in Q2 2026, an estimated $21.7K.
  • Oracle made up 0.07% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Leonard Rickey Investment Advisors first reported a position in Oracle in Q2 2021 and has held it in 18 quarters since.
  • Leonard Rickey Investment Advisors's Oracle position peaked at $899K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.