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LGL Partners’s Oracle ORCL Stock Holding History

LGL Partners’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
2025
Q1 		– Sell
-4,670
Closed -$778K – 102
2024
Q4 		$778K Sell
4,670
-604
-11% -$107K 0.11% 54
2024
Q3 		$899K Sell
5,274
-554
-10% -$80.2K 0.13% 45
2024
Q2 		$823K Buy
5,828
+720
+14% +$89.4K 0.12% 46
2024
Q1 		$642K Sell
5,108
-343
-6% -$39.3K 0.11% 58
2023
Q4 		$575K Buy
5,451
+199
+4% +$21.7K 0.08% 62
2023
Q3 		$556K Hold
5,252
– – 0.1% 58
2023
Q2 		$625K Sell
5,252
-1,429
-21% -$148K 0.11% 55
2023
Q1 		$621K Sell
6,681
-1,810
-21% -$159K 0.11% 46
2022
Q4 		$694K Buy
8,491
+363
+4% +$27.6K 0.13% 41
2022
Q3 		$496K Buy
8,128
+183
+2% +$13.4K 0.1% 61
2022
Q2 		$555K Buy
7,945
+184
+2% +$13.5K 0.09% 49
2022
Q1 		$642K Sell
7,761
-146
-2% -$11.8K 0.09% 53
2021
Q4 		$690K Sell
7,907
-324
-4% -$30.4K 0.08% 51
2021
Q3 		$717K Hold
8,231
– – 0.44% 36
2021
Q2 		$641K Sell
8,231
-114
-1% -$8.92K 0.38% 42
2021
Q1 		$586K Buy
8,345
+417
+5% +$27K 0.34% 44
2020
Q4 		$513K Sell
7,928
-247
-3% -$14.7K 0.3% 47
2020
Q3 		$488K Sell
8,175
-14,600
-64% -$829K 0.29% 45
2020
Q2 		$1.26M Buy
22,775
+14,600
+179% +$773K 0.78% 26
2020
Q1 		$395K Sell
8,175
-105
-1% -$5.42K 0.26% 48
2019
Q4 		$439K Buy
8,280
+1,189
+17% +$65.5K 0.14% 55
2019
Q3 		$390K Buy
7,091
+181
+3% +$10K 0.16% 65
2019
Q2 		$394K Buy
6,910
+135
+2% +$7.3K 0.16% 70
2019
Q1 		$364K Buy
+6,775
New +$345K 0.14% 73

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LGL Partners's ORCL Position: Q1 2025 in Review

LGL Partners sold out of Oracle (ORCL) in Q1 2025, closing a stake of 4,670 shares — an estimated $778K sold.

LGL Partners first reported a position in ORCL in Q1 2019 and held it in 24 quarters. The position peaked at $1.26M in Q2 2020. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • LGL Partners reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 4,670 Oracle shares in Q1 2025, an estimated $778K.
  • LGL Partners first reported a position in Oracle in Q1 2019 and held it in 24 quarters.
  • LGL Partners's Oracle position peaked at $1.26M in Q2 2020.
  • 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.