Lodestone Wealth Management’s Oracle ORCL Stock Holding History

Lodestone Wealth 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	$764K	Hold	5,211	–	–	0.27%	86
2026 Q1	$767K	Buy	5,211 +12	+0.2%	+$1.95K	0.3%	80
2025 Q4	$1.01M	Sell	5,199 -403	-7%	-$96K	0.41%	65
2025 Q3	$1.58M	Buy	5,602 +278	+5%	+$70.8K	0.71%	50
2025 Q2	$1.16M	Buy	5,324 +708	+15%	+$114K	0.57%	55
2025 Q1	$645K	Buy	4,616 +3	+0.1%	+$488	0.34%	72
2024 Q4	$769K	Sell	4,613 -56	-1%	-$9.95K	0.39%	70
2024 Q3	$796K	Sell	4,669 -72	-2%	-$10.4K	0.4%	67
2024 Q2	$669K	Sell	4,741 -17	-0.4%	-$2.11K	0.35%	70
2024 Q1	$598K	Sell	4,758 -31	-0.6%	-$3.55K	0.31%	75
2023 Q4	$505K	Buy	+4,789	New	+$523K	0.29%	80
2023 Q3	–	Sell	-4,813	Closed	-$573K	–	133
2023 Q2	$573K	Sell	4,813 -22	-0.5%	-$2.27K	0.39%	68
2023 Q1	$449K	Sell	4,835 -63	-1%	-$5.52K	0.35%	73
2022 Q4	$400K	Buy	+4,898	New	+$372K	0.32%	78

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

Lodestone Wealth Management's ORCL Position: Q2 2026 in Review

Lodestone Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 5,211 shares worth $764K. The position accounts for 0.27% of the portfolio, ranked #86.

Lodestone Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.58M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Lodestone Wealth Management held 5,211 shares of Oracle worth $764K as of Q2 2026.
Lodestone Wealth Management left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.27% of Lodestone Wealth Management's portfolio in Q2 2026, its #86 holding.
Lodestone Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
Lodestone Wealth Management's Oracle position peaked at $1.58M in Q3 2025.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.