Lodestar Private Asset Management’s Oracle ORCL Stock Holding History

Lodestar Private Asset Management’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	$687K	Sell	4,670 -50	-1%	-$8.13K	0.07%	132
2025 Q4	$920K	Sell	4,720 -15	-0.3%	-$3.57K	0.09%	107
2025 Q3	$1.33M	Buy	4,735 +444	+10%	+$113K	0.14%	88
2025 Q2	$938K	Hold	4,291	–	–	0.11%	103
2025 Q1	$600K	Sell	4,291 -139	-3%	-$22.6K	0.08%	126
2024 Q4	$738K	Sell	4,430 -55	-1%	-$9.77K	0.09%	113
2024 Q3	$764K	Sell	4,485 -261	-5%	-$37.8K	0.1%	112
2024 Q2	$670K	Sell	4,746 -40	-0.8%	-$4.97K	0.09%	118
2024 Q1	$601K	Sell	4,786 -39	-0.8%	-$4.46K	0.09%	125
2023 Q4	$509K	Sell	4,825 -211	-4%	-$23K	0.08%	129
2023 Q3	$533K	Buy	5,036 +63	+1%	+$7.29K	0.09%	121
2023 Q2	$592K	Buy	4,973 +81	+2%	+$8.38K	0.1%	114
2023 Q1	$455K	Buy	4,892 +673	+16%	+$59K	0.08%	127
2022 Q4	$345K	Buy	+4,219	New	+$321K	0.07%	147

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

Lodestar Private Asset Management's ORCL Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its Oracle (ORCL) stake by 1.1% in Q1 2026, selling an estimated $8.13K and leaving 4,670 shares worth $687K. The position accounts for 0.07% of the portfolio, ranked #132.

Lodestar Private Asset Management first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.33M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Lodestar Private Asset Management held 4,670 shares of Oracle worth $687K as of Q1 2026.
Lodestar Private Asset Management sold 50 Oracle shares in Q1 2026, an estimated $8.13K.
Oracle made up 0.07% of Lodestar Private Asset Management's portfolio in Q1 2026, its #132 holding.
Lodestar Private Asset Management first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Oracle position peaked at $1.33M in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.