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Lifeworks Advisors’s Oracle ORCL Stock Holding History

Lifeworks 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 		$7.68M Buy
52,202
+21,960
+73% +$3.57M 0.99% 27
2025
Q4 		$5.89M Sell
30,242
-1,320
-4% -$314K 0.76% 39
2025
Q3 		$8.88M Buy
31,562
+2,028
+7% +$516K 1.18% 16
2025
Q2 		$6.46M Sell
29,534
-1,926
-6% -$311K 0.96% 28
2025
Q1 		$4.4M Buy
31,460
+2,786
+10% +$454K 0.73% 38
2024
Q4 		$4.78M Sell
28,674
-9,195
-24% -$1.63M 0.86% 33
2024
Q3 		$6.45M Sell
37,869
-604
-2% -$87.5K 1.27% 18
2024
Q2 		$5.43M Sell
38,473
-957
-2% -$119K 1.51% 20
2024
Q1 		$4.95M Buy
39,430
+5,041
+15% +$577K 1.39% 18
2023
Q4 		$3.63M Buy
34,389
+300
+0.9% +$32.7K 1.25% 24
2023
Q3 		$3.61M Sell
34,089
-5,849
-15% -$677K 1.4% 22
2023
Q2 		$4.76M Buy
39,938
+3,956
+11% +$409K 2.03% 10
2023
Q1 		$3.34M Sell
35,982
-11,589
-24% -$1.02M 1.58% 16
2022
Q4 		$3.89M Buy
47,571
+1,145
+2% +$87K 2.19% 10
2022
Q3 		$3.63M Buy
46,426
+5,563
+14% +$407K 2.06% 12
2022
Q2 		$2.85M Buy
40,863
+6,995
+21% +$512K 1.81% 14
2022
Q1 		$2.8M Buy
33,868
+18,392
+119% +$1.49M 1.85% 13
2021
Q4 		$1.35M Buy
+15,476
New +$1.45M 1.08% 30

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

Lifeworks Advisors's ORCL Position: Q1 2026 in Review

Lifeworks Advisors increased its Oracle (ORCL) stake by 73% in Q1 2026, buying an estimated $3.57M and bringing the position to 52,202 shares worth $7.68M. The position accounts for 0.99% of the portfolio, ranked #27.

Lifeworks Advisors first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.88M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Lifeworks Advisors held 52,202 shares of Oracle worth $7.68M as of Q1 2026.
  • Lifeworks Advisors bought 21,960 Oracle shares in Q1 2026, an estimated $3.57M.
  • Oracle made up 0.99% of Lifeworks Advisors's portfolio in Q1 2026, its #27 holding.
  • Lifeworks Advisors first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's Oracle position peaked at $8.88M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.