LFAS
ORCL icon

Level Four Advisory Services’s Oracle ORCL Stock Holding History

Level Four Advisory Services’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 		$3.19M Buy
21,663
+496
+2% +$80.6K 0.1% 228
2025
Q4 		$4.13M Buy
21,167
+2,996
+16% +$713K 0.14% 197
2025
Q3 		$5.11M Sell
18,171
-1,214
-6% -$309K 0.18% 157
2025
Q2 		$4.24M Sell
19,385
-338
-2% -$54.6K 0.16% 177
2025
Q1 		$2.76M Buy
19,723
+3,261
+20% +$531K 0.11% 214
2024
Q4 		$2.74M Sell
16,462
-1,865
-10% -$331K 0.11% 206
2024
Q3 		$3.08M Sell
18,327
-971
-5% -$141K 0.13% 187
2024
Q2 		$2.72M Buy
19,298
+6,915
+56% +$859K 0.12% 202
2024
Q1 		$1.31M Hold
12,383
– – 0.07% 258
2023
Q4 		$1.31M Buy
12,383
+267
+2% +$29.1K 0.07% 257
2023
Q3 		$1.28M Sell
12,116
-1,679
-12% -$194K 0.08% 247
2023
Q2 		$1.64M Buy
13,795
+803
+6% +$83K 0.1% 219
2023
Q1 		$1.21M Sell
12,992
-1,104
-8% -$96.8K 0.08% 246
2022
Q4 		$1.15M Buy
14,096
+5,470
+63% +$416K 0.09% 227
2022
Q3 		$527K Sell
8,626
-242
-3% -$17.7K 0.05% 303
2022
Q2 		$620K Sell
8,868
-670
-7% -$49K 0.06% 297
2022
Q1 		$789K Sell
9,538
-1,892
-17% -$153K 0.06% 289
2021
Q4 		$997K Buy
11,430
+4,409
+63% +$414K 0.08% 251
2021
Q3 		$612K Sell
7,021
-835
-11% -$73.8K 0.06% 259
2021
Q2 		$612K Sell
7,856
-1,759
-18% -$138K 0.04% 353
2021
Q1 		$675K Sell
9,615
-139
-1% -$9K 0.05% 325
2020
Q4 		$631K Sell
9,754
-727
-7% -$43.3K 0.05% 322
2020
Q3 		$626K Sell
10,481
-703
-6% -$39.9K 0.05% 312
2020
Q2 		$615K Buy
11,184
+5,238
+88% +$277K 0.05% 332
2020
Q1 		$285K Sell
5,946
-2,615
-31% -$135K 0.03% 397
2019
Q4 		$506K Buy
+8,561
New +$471K 0.02% 377
2019
Q1 		– Sell
-4,897
Closed -$221K – 538
2018
Q4 		$221K Buy
+4,897
New +$235K 0.03% 461

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

Level Four Advisory Services's ORCL Position: Q1 2026 in Review

Level Four Advisory Services increased its Oracle (ORCL) stake by 2.3% in Q1 2026, buying an estimated $80.6K and bringing the position to 21,663 shares worth $3.19M. The position accounts for 0.1% of the portfolio, ranked #228.

Level Four Advisory Services first reported a position in ORCL in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.11M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Level Four Advisory Services held 21,663 shares of Oracle worth $3.19M as of Q1 2026.
  • Level Four Advisory Services bought 496 Oracle shares in Q1 2026, an estimated $80.6K.
  • Oracle made up 0.1% of Level Four Advisory Services's portfolio in Q1 2026, its #228 holding.
  • Level Four Advisory Services first reported a position in Oracle in Q4 2018 and has held it in 27 quarters since.
  • Level Four Advisory Services's Oracle position peaked at $5.11M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.