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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
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 $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

Leonard Rickey Investment Advisors's ORCL Position: Q1 2026 in Review

Leonard Rickey Investment Advisors reduced its Oracle (ORCL) stake by 2.6% in Q1 2026, selling an estimated $14K and leaving 3,186 shares worth $469K. The position accounts for 0.08% of the portfolio, ranked #69.

Leonard Rickey Investment Advisors first reported a position in ORCL in Q2 2021 and has held it in 17 quarters since. The position peaked at $899K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Leonard Rickey Investment Advisors held 3,186 shares of Oracle worth $469K as of Q1 2026.
  • Leonard Rickey Investment Advisors sold 86 Oracle shares in Q1 2026, an estimated $14K.
  • Oracle made up 0.08% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #69 holding.
  • Leonard Rickey Investment Advisors first reported a position in Oracle in Q2 2021 and has held it in 17 quarters since.
  • Leonard Rickey Investment Advisors's Oracle position peaked at $899K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.