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Lindbrook Capital’s Oracle ORCL Stock Holding History

Lindbrook Capital’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
2025
Q1 		$2.66M Buy
19,053
+816
+4% +$133K 0.25% 63
2024
Q4 		$3.04M Buy
18,237
+55
+0.3% +$9.77K 0.27% 53
2024
Q3 		$3.1M Buy
18,182
+767
+4% +$111K 0.27% 57
2024
Q2 		$2.46M Buy
17,415
+43
+0.2% +$5.34K 0.23% 63
2024
Q1 		$2.18M Sell
17,372
-1,003
-5% -$115K 0.2% 68
2023
Q4 		$1.94M Buy
18,375
+1,209
+7% +$132K 0.19% 69
2023
Q3 		$1.82M Sell
17,166
-335
-2% -$38.8K 0.2% 72
2023
Q2 		$2.08M Buy
17,501
+5,127
+41% +$530K 0.22% 67
2023
Q1 		$1.15M Sell
12,374
-3,876
-24% -$340K 0.13% 102
2022
Q4 		$1.33M Buy
16,250
+6,030
+59% +$458K 0.16% 94
2022
Q3 		$624K Sell
10,220
-74
-0.7% -$5.42K 0.11% 115
2022
Q2 		$719K Buy
10,294
+2,249
+28% +$165K 0.12% 111
2022
Q1 		$666K Buy
8,045
+726
+10% +$58.8K 0.1% 123
2021
Q4 		$638K Buy
7,319
+272
+4% +$25.5K 0.1% 129
2021
Q3 		$614K Buy
7,047
+57
+0.8% +$5.04K 0.16% 53
2021
Q2 		$544K Buy
6,990
+32
+0.5% +$2.5K 0.12% 69
2021
Q1 		$488K Buy
6,958
+174
+3% +$11.3K 0.11% 76
2020
Q4 		$439K Buy
6,784
+55
+0.8% +$3.27K 0.11% 76
2020
Q3 		$402K Buy
6,729
+90
+1% +$5.11K 0.11% 77
2020
Q2 		$367K Sell
6,639
-234
-3% -$12.4K 0.11% 74
2020
Q1 		$332K Sell
6,873
-2,355
-26% -$122K 0.13% 69
2019
Q4 		$489K Buy
9,228
+142
+2% +$7.82K 0.17% 57
2019
Q3 		$500K Sell
9,086
-68
-0.7% -$3.76K 0.19% 52
2019
Q2 		$521K Buy
9,154
+1,337
+17% +$72.3K 0.2% 49
2019
Q1 		$419K Sell
7,817
-870
-10% -$44.3K 0.17% 61
2018
Q4 		$392K Buy
+8,687
New +$416K 0.19% 55

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lindbrook Capital's ORCL Position: Q1 2025 in Review

Lindbrook Capital increased its Oracle (ORCL) stake by 4.5% in Q1 2025, buying an estimated $133K and bringing the position to 19,053 shares worth $2.66M. The position accounts for 0.25% of the portfolio, ranked #63.

Lindbrook Capital first reported a position in ORCL in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.1M in Q3 2024. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

  • Lindbrook Capital held 19,053 shares of Oracle worth $2.66M as of Q1 2025.
  • Lindbrook Capital bought 816 Oracle shares in Q1 2025, an estimated $133K.
  • Oracle made up 0.25% of Lindbrook Capital's portfolio in Q1 2025, its #63 holding.
  • Lindbrook Capital first reported a position in Oracle in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Oracle position peaked at $3.1M in Q3 2024.
  • 3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.