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 Q2	$707K	Buy	4,825 +155	+3%	+$28.1K	0.06%	139
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lodestar Private Asset Management's ORCL Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Oracle (ORCL) stake by 3.3% in Q2 2026, buying an estimated $28.1K and bringing the position to 4,825 shares worth $707K. The position accounts for 0.06% of the portfolio, ranked #139.

Lodestar Private Asset Management first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.33M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Lodestar Private Asset Management held 4,825 shares of Oracle worth $707K as of Q2 2026.
Lodestar Private Asset Management bought 155 Oracle shares in Q2 2026, an estimated $28.1K.
Oracle made up 0.06% of Lodestar Private Asset Management's portfolio in Q2 2026, its #139 holding.
Lodestar Private Asset Management first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's Oracle position peaked at $1.33M in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.