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Lokken Investment Group’s Oracle ORCL Stock Holding History

Lokken Investment Group’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
2025
Q3 		$770K Buy
2,738
+721
+36% +$184K 0.26% 78
2025
Q2 		$441K Sell
2,017
-96
-5% -$15.5K 0.17% 89
2025
Q1 		$295K Sell
2,113
-124
-6% -$20.2K 0.12% 103
2024
Q4 		$373K Buy
2,237
+494
+28% +$87.8K 0.16% 93
2024
Q3 		$297K Buy
1,743
+22
+1% +$3.19K 0.12% 113
2024
Q2 		$243K Sell
1,721
-6
-0.3% -$745 0.11% 122
2024
Q1 		$217K Buy
+1,727
New +$198K 0.11% 130
2023
Q3 		– Sell
-1,718
Closed -$205K – 140
2023
Q2 		$205K Buy
+1,718
New +$178K 0.13% 120

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lokken Investment Group's ORCL Position: Q3 2025 in Review

Lokken Investment Group increased its Oracle (ORCL) stake by 36% in Q3 2025, buying an estimated $184K and bringing the position to 2,738 shares worth $770K. The position accounts for 0.26% of the portfolio, ranked #78.

Lokken Investment Group first reported a position in ORCL in Q2 2023 and has held it in 8 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Lokken Investment Group held 2,738 shares of Oracle worth $770K as of Q3 2025.
  • Lokken Investment Group bought 721 Oracle shares in Q3 2025, an estimated $184K.
  • Oracle made up 0.26% of Lokken Investment Group's portfolio in Q3 2025, its #78 holding.
  • Lokken Investment Group first reported a position in Oracle in Q2 2023 and has held it in 8 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.