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Lifestyle Asset Management’s Oracle ORCL Stock Holding History

Lifestyle Asset Management’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 		$234K Buy
1,595
+64
+4% +$11.6K 0.06% 127
2026
Q1 		$225K Buy
1,531
+464
+43% +$75.4K 0.07% 127
2025
Q4 		$208K Sell
1,067
-247
-19% -$58.8K 0.07% 135
2025
Q3 		$370K Buy
+1,314
New +$335K 0.13% 97

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Lifestyle Asset Management's ORCL Position: Q2 2026 in Review

Lifestyle Asset Management increased its Oracle (ORCL) stake by 4.2% in Q2 2026, buying an estimated $11.6K and bringing the position to 1,595 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #127.

Lifestyle Asset Management first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $370K in Q3 2025. 1,628 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Lifestyle Asset Management held 1,595 shares of Oracle worth $234K as of Q2 2026.
  • Lifestyle Asset Management bought 64 Oracle shares in Q2 2026, an estimated $11.6K.
  • Oracle made up 0.06% of Lifestyle Asset Management's portfolio in Q2 2026, its #127 holding.
  • Lifestyle Asset Management first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Lifestyle Asset Management's Oracle position peaked at $370K in Q3 2025.
  • 1,628 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.