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Lountzis Asset Management’s Oracle ORCL Stock Holding History

Lountzis 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 		$13.6M Buy
92,776
+3,311
+4% +$538K 5.01% 6
2025
Q4 		$17.4M Sell
89,465
-669
-0.7% -$159K 6.19% 4
2025
Q3 		$25.3M Sell
90,134
-207
-0.2% -$52.7K 8.27% 2
2025
Q2 		$19.8M Hold
90,341
– – 6.95% 4
2025
Q1 		$12.7M Buy
90,341
+29,786
+49% +$4.85M 4.78% 7
2024
Q4 		$10.1M Sell
60,555
-391
-0.6% -$69.5K 4.27% 8
2024
Q3 		$10.4M Sell
60,946
-65
-0.1% -$9.41K 4.32% 8
2024
Q2 		$8.61M Hold
61,011
– – 4.03% 8
2024
Q1 		$7.66M Hold
61,011
– – 3.63% 8
2023
Q4 		$6.43M Sell
61,011
-524
-0.9% -$57.2K 3.51% 11
2023
Q3 		$6.52M Hold
61,535
– – 3.64% 11
2023
Q2 		$7.11M Sell
61,535
-1,837
-3% -$190K 3.93% 10
2023
Q1 		$5.89M Hold
63,372
– – 3.49% 11
2022
Q4 		$5.61M Sell
63,372
-1,629
-3% -$124K 3.37% 11
2022
Q3 		$3.97M Sell
65,001
-160
-0.2% -$11.7K 2.69% 14
2022
Q2 		$4.55M Hold
65,161
– – 3.05% 11
2022
Q1 		$5.39M Sell
65,161
-30
-0% -$2.43K 2.99% 12
2021
Q4 		$5.69M Hold
65,191
– – 3.25% 11
2021
Q3 		$5.68M Sell
65,191
-1
-0% -$88 3.54% 10
2021
Q2 		$5.07M Sell
65,192
-20
-0% -$1.57K 3.09% 10
2021
Q1 		$4.58M Sell
65,212
-504
-0.8% -$32.6K 3.05% 11
2020
Q4 		$4.25M Hold
65,716
– – 3.12% 10
2020
Q3 		$3.92M Hold
65,716
– – 3.38% 9
2020
Q2 		$3.63M Buy
+65,716
New +$3.48M 3.44% 10

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

Lountzis Asset Management's ORCL Position: Q1 2026 in Review

Lountzis Asset Management increased its Oracle (ORCL) stake by 3.7% in Q1 2026, buying an estimated $538K and bringing the position to 92,776 shares worth $13.6M. The position accounts for 5.01% of the portfolio, ranked #6.

Lountzis Asset Management first reported a position in ORCL in Q2 2020 and has held it in 24 quarters since. The position peaked at $25.3M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Lountzis Asset Management held 92,776 shares of Oracle worth $13.6M as of Q1 2026.
  • Lountzis Asset Management bought 3,311 Oracle shares in Q1 2026, an estimated $538K.
  • Oracle made up 5.01% of Lountzis Asset Management's portfolio in Q1 2026, its #6 holding.
  • Lountzis Asset Management first reported a position in Oracle in Q2 2020 and has held it in 24 quarters since.
  • Lountzis Asset Management's Oracle position peaked at $25.3M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Lountzis Asset Management's 13F filing for Q1 2026, filed 7 May 2026.