Lloyd Advisory Services’s Oracle ORCL Stock Holding History

Lloyd Advisory Services’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	$23.3K	Sell	158 -380	-71%	-$61.8K	0.01%	371
2025 Q4	$105K	Sell	538 -817	-60%	-$195K	0.04%	178
2025 Q3	$381K	Buy	+1,355	New	+$345K	0.18%	56
2023 Q4	–	Sell	-9,384	Closed	-$994K	–	279
2023 Q3	$994K	Buy	+9,384	New	+$1.09M	0.33%	66
2022 Q2	–	Sell	-139	Closed	-$12K	–	405
2022 Q1	$12K	Buy	139 +122	+718%	+$9.88K	0.01%	386
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	401
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	371
2021 Q2	$1K	Sell	17 -205	-92%	-$16K	﹤0.01%	383
2021 Q1	$16K	Buy	+222	New	+$14.4K	0.01%	225
2020 Q1	–	Sell	-500	Closed	-$26K	–	364
2019 Q4	$26K	Buy	+500	New	+$27.5K	0.02%	175

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

Lloyd Advisory Services's ORCL Position: Q1 2026 in Review

Lloyd Advisory Services reduced its Oracle (ORCL) stake by 71% in Q1 2026, selling an estimated $61.8K and leaving 158 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #371.

Lloyd Advisory Services first reported a position in ORCL in Q4 2019 and has held it in 10 quarters since. The position peaked at $994K in Q3 2023. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Lloyd Advisory Services held 158 shares of Oracle worth $23.3K as of Q1 2026.
Lloyd Advisory Services sold 380 Oracle shares in Q1 2026, an estimated $61.8K.
Oracle made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #371 holding.
Lloyd Advisory Services first reported a position in Oracle in Q4 2019 and has held it in 10 quarters since.
Lloyd Advisory Services's Oracle position peaked at $994K in Q3 2023.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.