Lido Advisors
ORCL icon

Lido Advisors’s Oracle ORCL Stock Holding History

Lido 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 		$39.4M Sell
267,748
-21,100
-7% -$3.43M 0.12% 112
2025
Q4 		$76M Buy
288,848
+2,973
+1% +$708K 0.23% 63
2025
Q3 		$80.4M Buy
285,875
+54,825
+24% +$14M 0.25% 58
2025
Q2 		$50.5M Buy
231,050
+17,277
+8% +$2.79M 0.2% 71
2025
Q1 		$29.9M Buy
213,773
+79,716
+59% +$13M 0.13% 94
2024
Q4 		$22.3M Buy
134,057
+16,840
+14% +$2.99M 0.1% 121
2024
Q3 		$20M Buy
117,217
+3,095
+3% +$448K 0.1% 102
2024
Q2 		$16.1M Buy
114,122
+8,202
+8% +$1.02M 0.09% 117
2024
Q1 		$13.3M Buy
105,920
+7,485
+8% +$857K 0.08% 135
2023
Q4 		$10.4M Buy
98,435
+10,880
+12% +$1.19M 0.07% 150
2023
Q3 		$9.27M Buy
87,555
+8,389
+11% +$971K 0.07% 149
2023
Q2 		$9.43M Buy
79,166
+2,571
+3% +$266K 0.07% 150
2023
Q1 		$7.12M Sell
76,595
-47,784
-38% -$4.19M 0.07% 165
2022
Q4 		$10.2M Buy
124,379
+61,961
+99% +$4.71M 0.12% 90
2022
Q3 		$3.81M Sell
62,418
-18,421
-23% -$1.35M 0.05% 177
2022
Q2 		$5.65M Buy
80,839
+29,977
+59% +$2.19M 0.07% 125
2022
Q1 		$4.21M Sell
50,862
-35,430
-41% -$2.87M 0.05% 162
2021
Q4 		$7.59M Buy
86,292
+12,784
+17% +$1.2M 0.08% 125
2021
Q3 		$6.4M Sell
73,508
-15,072
-17% -$1.33M 0.09% 127
2021
Q2 		$6.89M Buy
88,580
+4,919
+6% +$385K 0.1% 120
2021
Q1 		$5.87M Buy
83,661
+20,357
+32% +$1.32M 0.1% 122
2020
Q4 		$4.09M Buy
63,304
+20,789
+49% +$1.24M 0.09% 135
2020
Q3 		$2.54M Sell
42,515
-3,245
-7% -$184K 0.07% 144
2020
Q2 		$2.53M Buy
45,760
+10,583
+30% +$561K 0.08% 136
2020
Q1 		$1.7M Buy
35,177
+4,366
+14% +$225K 0.07% 151
2019
Q4 		$1.63M Sell
30,811
-7,077
-19% -$390K 0.07% 178
2019
Q3 		$2.08M Buy
37,888
+14,423
+61% +$797K 0.11% 119
2019
Q2 		$1.34M Buy
23,465
+1,318
+6% +$71.3K 0.08% 141
2019
Q1 		$1.19M Sell
22,147
-3,774
-15% -$192K 0.08% 153
2018
Q4 		$1.17M Buy
25,921
+58
+0.2% +$2.78K 0.12% 109
2018
Q3 		$1.33M Sell
25,863
-76
-0.3% -$3.69K 0.13% 99
2018
Q2 		$1.14M Buy
25,939
+1,773
+7% +$81.7K 0.13% 99
2018
Q1 		$1.1M Buy
24,166
+84
+0.3% +$4.18K 0.15% 91
2017
Q4 		$1.14M Buy
24,082
+742
+3% +$36.4K 0.16% 76
2017
Q3 		$1.19M Buy
23,340
+10,886
+87% +$542K 0.19% 67
2017
Q2 		$624K Sell
12,454
-8,379
-40% -$382K 0.13% 98
2017
Q1 		$949K Buy
20,833
+15,589
+297% +$649K 0.26% 58
2016
Q4 		$202K Buy
+5,244
New +$205K 0.05% 192
2016
Q3 		– Sell
-9,650
Closed -$395K – 177
2016
Q2 		$395K Sell
9,650
-289
-3% -$11.5K 0.12% 79
2016
Q1 		$407K Buy
+9,939
New +$368K 0.14% 71

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

Lido Advisors's ORCL Position: Q1 2026 in Review

Lido Advisors reduced its Oracle (ORCL) stake by 7.3% in Q1 2026, selling an estimated $3.43M and leaving 267,748 shares worth $39.4M. The position accounts for 0.12% of the portfolio, ranked #112.

Lido Advisors first reported a position in ORCL in Q1 2016 and has held it in 40 quarters since. The position peaked at $80.4M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Lido Advisors held 267,748 shares of Oracle worth $39.4M as of Q1 2026.
  • Lido Advisors sold 21,100 Oracle shares in Q1 2026, an estimated $3.43M.
  • Oracle made up 0.12% of Lido Advisors's portfolio in Q1 2026, its #112 holding.
  • Lido Advisors first reported a position in Oracle in Q1 2016 and has held it in 40 quarters since.
  • Lido Advisors's Oracle position peaked at $80.4M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.