Lido Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.21M | Sell |
35,400
-7,600
| -18% | -$1.24M | 0.02% | 448 |
|
|
2025
Q4 | $8.38M | Hold |
43,000
| – | – | 0.03% | 351 |
|
|
2025
Q3 | $12.1M | Sell |
43,000
-15,500
| -26% | -$3.95M | 0.04% | 279 |
|
|
2025
Q2 | $12.8M | Buy |
58,500
+39,300
| +205% | +$6.35M | 0.05% | 221 |
|
|
2025
Q1 | $2.68M | Sell |
19,200
-5,800
| -23% | -$944K | 0.01% | 476 |
|
|
2024
Q4 | $4.17M | Sell |
25,000
-1,100
| -4% | -$195K | 0.02% | 366 |
|
|
2024
Q3 | $4.45M | Buy |
26,100
+7,000
| +37% | +$1.01M | 0.02% | 328 |
|
|
2024
Q2 | $2.7M | Sell |
19,100
-1,700
| -8% | -$211K | 0.02% | 392 |
|
|
2024
Q1 | $2.61M | Sell |
20,800
-2,800
| -12% | -$320K | 0.02% | 383 |
|
|
2023
Q4 | $2.49M | Buy |
23,600
+3,900
| +20% | +$426K | 0.02% | 372 |
|
|
2023
Q3 | $2.09M | Buy |
19,700
+700
| +4% | +$81K | 0.02% | 368 |
|
|
2023
Q2 | $2.26M | Buy |
19,000
+3,000
| +19% | +$310K | 0.02% | 343 |
|
|
2023
Q1 | $1.49M | Buy |
16,000
+6,300
| +65% | +$552K | 0.01% | 396 |
|
|
2022
Q4 | $793K | Buy |
9,700
+700
| +8% | +$53.2K | 0.01% | 463 |
|
|
2022
Q3 | $549K | Hold |
9,000
| – | – | 0.01% | 526 |
|
|
2022
Q2 | $628K | Hold |
9,000
| – | – | 0.01% | 472 |
|
|
2022
Q1 | $744K | Sell |
9,000
-300
| -3% | -$24.3K | 0.01% | 472 |
|
|
2021
Q4 | $818K | Buy |
9,300
+1,000
| +12% | +$93.9K | 0.01% | 466 |
|
|
2021
Q3 | $723K | Hold |
8,300
| – | – | 0.01% | 474 |
|
|
2021
Q2 | $646K | Buy |
8,300
+1,000
| +14% | +$78.3K | 0.01% | 477 |
|
|
2021
Q1 | $515K | Sell |
7,300
-2,200
| -23% | -$142K | 0.01% | 493 |
|
|
2020
Q4 | $614K | Hold |
9,500
| – | – | 0.01% | 431 |
|
|
2020
Q3 | $567K | Buy |
9,500
+1,100
| +13% | +$62.5K | 0.01% | 352 |
|
|
2020
Q2 | $464K | Hold |
8,400
| – | – | 0.01% | 362 |
|
|
2020
Q1 | $405K | Hold |
8,400
| – | – | 0.02% | 367 |
|
|
2019
Q4 | $445K | Hold |
8,400
| – | – | 0.02% | 412 |
|
|
2019
Q3 | $462K | Hold |
8,400
| – | – | 0.02% | 351 |
|
|
2019
Q2 | $478K | Hold |
8,400
| – | – | 0.03% | 311 |
|
|
2019
Q1 | $451K | Hold |
8,400
| – | – | 0.03% | 303 |
|
|
2018
Q4 | $379K | Hold |
8,400
| – | – | 0.04% | 266 |
|
|
2018
Q3 | $433K | Hold |
8,400
| – | – | 0.04% | 272 |
|
|
2018
Q2 | $370K | Hold |
8,400
| – | – | 0.04% | 267 |
|
|
2018
Q1 | $384K | Hold |
8,400
| – | – | 0.05% | 242 |
|
|
2017
Q4 | $397K | Buy |
+8,400
| New | +$412K | 0.06% | 185 |
|
Other funds holding ORCL
VCM
VPM
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.