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Lion Street Advisors’s Oracle ORCL Stock Holding History

Lion Street 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
2025
Q3 		– Sell
-1,204
Closed -$263K – 312
2025
Q2 		$263K Buy
+1,204
New +$194K 0.08% 232
2020
Q2 		– Sell
-358
Closed -$17K – 292
2020
Q1 		$17K Buy
+358
New +$18.5K 0.09% 114

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lion Street Advisors's ORCL Position: Q3 2025 in Review

Lion Street Advisors sold out of Oracle (ORCL) in Q3 2025, closing a stake of 1,204 shares — an estimated $263K sold.

Lion Street Advisors first reported a position in ORCL in Q1 2020 and held it in 2 quarters. The position peaked at $263K in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Lion Street Advisors reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 1,204 Oracle shares in Q3 2025, an estimated $263K.
  • Lion Street Advisors first reported a position in Oracle in Q1 2020 and held it in 2 quarters.
  • Lion Street Advisors's Oracle position peaked at $263K in Q2 2025.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.