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 Q2	$106K	Buy	725 +567	+359%	+$103K	0.04%	175
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lloyd Advisory Services's ORCL Position: Q2 2026 in Review

Lloyd Advisory Services increased its Oracle (ORCL) stake by 359% in Q2 2026, buying an estimated $103K and bringing the position to 725 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #175.

Lloyd Advisory Services first reported a position in ORCL in Q4 2019 and has held it in 11 quarters since. The position peaked at $994K in Q3 2023. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Lloyd Advisory Services held 725 shares of Oracle worth $106K as of Q2 2026.
Lloyd Advisory Services bought 567 Oracle shares in Q2 2026, an estimated $103K.
Oracle made up 0.04% of Lloyd Advisory Services's portfolio in Q2 2026, its #175 holding.
Lloyd Advisory Services first reported a position in Oracle in Q4 2019 and has held it in 11 quarters since.
Lloyd Advisory Services's Oracle position peaked at $994K in Q3 2023.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.