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 		– 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 $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.