Liontrust Investment Partners’s Oracle ORCL Stock Holding History

Liontrust Investment Partners’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	$16.2M	Sell	110,069 -106,085	-49%	-$17.2M	0.28%	69
2025 Q4	$42.1M	Buy	216,154 +55,765	+35%	+$13.3M	0.63%	47
2025 Q3	$45.1M	Sell	160,389 -53,600	-25%	-$13.6M	0.66%	44
2025 Q2	$46.8M	Buy	213,989 +22,237	+12%	+$3.59M	0.67%	45
2025 Q1	$26.8M	Buy	191,752 +61,783	+48%	+$10.1M	0.42%	53
2024 Q4	$21.7M	Buy	129,969 +21,969	+20%	+$3.9M	0.31%	64
2024 Q3	$15.2M	Hold	108,000	–	–	0.22%	77
2024 Q2	$15.2M	Buy	+108,000	New	+$13.4M	0.22%	77
2023 Q4	–	Sell	-241,000	Closed	-$25.5M	–	199
2023 Q3	$25.5M	Buy	241,000 +66,000	+38%	+$7.64M	0.41%	47
2023 Q2	$20.8M	Buy	+175,000	New	+$18.1M	0.3%	55

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liontrust Investment Partners's ORCL Position: Q1 2026 in Review

Liontrust Investment Partners reduced its Oracle (ORCL) stake by 49% in Q1 2026, selling an estimated $17.2M and leaving 110,069 shares worth $16.2M. The position accounts for 0.28% of the portfolio, ranked #69.

Liontrust Investment Partners first reported a position in ORCL in Q2 2023 and has held it in 10 quarters since. The position peaked at $46.8M in Q2 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Liontrust Investment Partners held 110,069 shares of Oracle worth $16.2M as of Q1 2026.
Liontrust Investment Partners sold 106,085 Oracle shares in Q1 2026, an estimated $17.2M.
Oracle made up 0.28% of Liontrust Investment Partners's portfolio in Q1 2026, its #69 holding.
Liontrust Investment Partners first reported a position in Oracle in Q2 2023 and has held it in 10 quarters since.
Liontrust Investment Partners's Oracle position peaked at $46.8M in Q2 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.