LFAS
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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
Q2 		$3.16M Sell
21,540
-123
-0.6% -$22.3K 0.09% 245
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 $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

Level Four Advisory Services's ORCL Position: Q2 2026 in Review

Level Four Advisory Services reduced its Oracle (ORCL) stake by 0.57% in Q2 2026, selling an estimated $22.3K and leaving 21,540 shares worth $3.16M. The position accounts for 0.09% of the portfolio, ranked #245.

Level Four Advisory Services first reported a position in ORCL in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.11M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Level Four Advisory Services held 21,540 shares of Oracle worth $3.16M as of Q2 2026.
  • Level Four Advisory Services sold 123 Oracle shares in Q2 2026, an estimated $22.3K.
  • Oracle made up 0.09% of Level Four Advisory Services's portfolio in Q2 2026, its #245 holding.
  • Level Four Advisory Services first reported a position in Oracle in Q4 2018 and has held it in 28 quarters since.
  • Level Four Advisory Services's Oracle position peaked at $5.11M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.