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Lorne Steinberg Wealth Management’s Oracle ORCL Stock Holding History

Lorne Steinberg 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
Q1 		– Sell
-1,060
Closed -$207K – 76
2025
Q4 		$207K Hold
1,060
– – 0.05% 70
2025
Q3 		$298K Sell
1,060
-215
-17% -$54.8K 0.07% 63
2025
Q2 		$279K Buy
+1,275
New +$206K 0.07% 65
2025
Q1 		– Sell
-1,275
Closed -$212K – 71
2024
Q4 		$212K Hold
1,275
– – 0.06% 68
2024
Q3 		$217K Buy
+1,275
New +$185K 0.06% 68

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lorne Steinberg Wealth Management's ORCL Position: Q1 2026 in Review

Lorne Steinberg Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,060 shares — an estimated $207K sold.

Lorne Steinberg Wealth Management first reported a position in ORCL in Q3 2024 and held it in 5 quarters. The position peaked at $298K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Lorne Steinberg Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 1,060 Oracle shares in Q1 2026, an estimated $207K.
  • Lorne Steinberg Wealth Management first reported a position in Oracle in Q3 2024 and held it in 5 quarters.
  • Lorne Steinberg Wealth Management's Oracle position peaked at $298K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.