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
Q2 		$205K Buy
+1,400
New +$254K ﹤0.01% 1952
2026
Q1 		– Sell
-3,400
Closed -$663K – 2083
2025
Q4 		$663K Hold
3,400
– – ﹤0.01% 1183
2025
Q3 		$956K Buy
3,400
+2,300
+209% +$586K ﹤0.01% 968
2025
Q2 		$240K Buy
+1,100
New +$178K ﹤0.01% 1438

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 $3.37T AUM 44.26% 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

Lido Advisors's ORCL Position: Q2 2026 in Review

Lido Advisors increased its Oracle (ORCL) stake by 4.5% in Q2 2026, buying an estimated $2.2M and bringing the position to 279,865 shares worth $41M. The position accounts for 0.11% of the portfolio, ranked #119.

Lido Advisors first reported a position in ORCL in Q1 2016 and has held it in 41 quarters since. The position peaked at $80.4M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Lido Advisors held 279,865 shares of Oracle worth $41M as of Q2 2026.
  • Lido Advisors bought 12,117 Oracle shares in Q2 2026, an estimated $2.2M.
  • Oracle made up 0.11% of Lido Advisors's portfolio in Q2 2026, its #119 holding.
  • Lido Advisors first reported a position in Oracle in Q1 2016 and has held it in 41 quarters since.
  • Lido Advisors's Oracle position peaked at $80.4M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.