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LGT Financial Advisors’s Oracle ORCL Stock Holding History

LGT Financial 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 		– Sell
-149
Closed -$29K – 269
2025
Q4 		$29K Hold
149
– – 0.18% 83
2025
Q3 		$41.9K Hold
149
– – 0.09% 136
2025
Q2 		$32.6K Buy
+149
New +$24.1K 0.08% 125
2025
Q1 		– Sell
-1,200
Closed -$200K – 603
2024
Q4 		$200K Buy
+1,200
New +$213K 0.44% 41
2024
Q1 		– Sell
-41
Closed -$4.32K – 832
2023
Q4 		$4.32K Hold
41
– – 0.01% 664
2023
Q3 		$4.34K Buy
+41
New +$4.75K 0.01% 652

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

LGT Financial Advisors's ORCL Position: Q1 2026 in Review

LGT Financial Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 149 shares — an estimated $29K sold.

LGT Financial Advisors first reported a position in ORCL in Q3 2023 and held it in 6 quarters. The position peaked at $200K in Q4 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • LGT Financial Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 149 Oracle shares in Q1 2026, an estimated $29K.
  • LGT Financial Advisors first reported a position in Oracle in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Oracle position peaked at $200K in Q4 2024.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.