LPL Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $385M | Buy |
2,617,539
+106,509
| +4% | +$17.3M | 0.1% | 202 |
|
|
2025
Q4 | $489M | Buy |
2,511,030
+255,650
| +11% | +$60.9M | 0.13% | 152 |
|
|
2025
Q3 | $634M | Buy |
2,255,380
+115,272
| +5% | +$29.4M | 0.18% | 116 |
|
|
2025
Q2 | $468M | Buy |
2,140,108
+133,085
| +7% | +$21.5M | 0.16% | 135 |
|
|
2025
Q1 | $281M | Buy |
2,007,023
+167,938
| +9% | +$27.3M | 0.11% | 178 |
|
|
2024
Q4 | $306M | Buy |
1,839,085
+226,135
| +14% | +$40.2M | 0.12% | 147 |
|
|
2024
Q3 | $275M | Buy |
1,612,950
+119,167
| +8% | +$17.3M | 0.12% | 150 |
|
|
2024
Q2 | $211M | Buy |
1,493,783
+206,061
| +16% | +$25.6M | 0.11% | 168 |
|
|
2024
Q1 | $162M | Buy |
1,287,722
+74,259
| +6% | +$8.5M | 0.09% | 206 |
|
|
2023
Q4 | $128M | Buy |
1,213,463
+62,972
| +5% | +$6.87M | 0.08% | 226 |
|
|
2023
Q3 | $122M | Buy |
1,150,491
+117,942
| +11% | +$13.7M | 0.09% | 210 |
|
|
2023
Q2 | $123M | Buy |
1,032,549
+81,773
| +9% | +$8.45M | 0.09% | 208 |
|
|
2023
Q1 | $88.3M | Buy |
950,776
+78,036
| +9% | +$6.84M | 0.07% | 260 |
|
|
2022
Q4 | $71.3M | Sell |
872,740
-6,353
| -0.7% | -$483K | 0.06% | 294 |
|
|
2022
Q3 | $53.7M | Buy |
879,093
+30,961
| +4% | +$2.27M | 0.05% | 328 |
|
|
2022
Q2 | $59.3M | Buy |
848,132
+16,772
| +2% | +$1.23M | 0.06% | 310 |
|
|
2022
Q1 | $68.8M | Buy |
831,360
+51,627
| +7% | +$4.18M | 0.06% | 288 |
|
|
2021
Q4 | $68M | Buy |
779,733
+40,622
| +5% | +$3.81M | 0.06% | 305 |
|
|
2021
Q3 | $64.4M | Buy |
739,111
+42,015
| +6% | +$3.71M | 0.06% | 296 |
|
|
2021
Q2 | $54.3M | Buy |
697,096
+45,979
| +7% | +$3.6M | 0.05% | 315 |
|
|
2021
Q1 | $45.7M | Buy |
651,117
+28,688
| +5% | +$1.86M | 0.05% | 321 |
|
|
2020
Q4 | $40.3M | Buy |
622,429
+78,526
| +14% | +$4.67M | 0.05% | 298 |
|
|
2020
Q3 | $32.5M | Buy |
543,903
+2,805
| +0.5% | +$159K | 0.05% | 301 |
|
|
2020
Q2 | $29.9M | Buy |
541,098
+50,630
| +10% | +$2.68M | 0.05% | 283 |
|
|
2020
Q1 | $23.7M | Sell |
490,468
-94,078
| -16% | -$4.86M | 0.05% | 280 |
|
|
2019
Q4 | $31M | Buy |
584,546
+11,855
| +2% | +$653K | 0.06% | 268 |
|
|
2019
Q3 | $31.5M | Sell |
572,691
-11,227
| -2% | -$620K | 0.06% | 245 |
|
|
2019
Q2 | $33.3M | Buy |
583,918
+24,495
| +4% | +$1.33M | 0.07% | 234 |
|
|
2019
Q1 | $30.1M | Buy |
559,423
+28,504
| +5% | +$1.45M | 0.07% | 245 |
|
|
2018
Q4 | $24M | Buy |
530,919
+18,532
| +4% | +$888K | 0.06% | 253 |
|
|
2018
Q3 | $26.4M | Buy |
512,387
+11,031
| +2% | +$536K | 0.06% | 251 |
|
|
2018
Q2 | $22.1M | Sell |
501,356
-33,233
| -6% | -$1.53M | 0.06% | 261 |
|
|
2018
Q1 | $24.5M | Buy |
534,589
+53,007
| +11% | +$2.64M | 0.07% | 234 |
|
|
2017
Q4 | $22.8M | Buy |
481,582
+87,478
| +22% | +$4.29M | 0.07% | 229 |
|
|
2017
Q3 | $19.1M | Buy |
394,104
+67,471
| +21% | +$3.36M | 0.07% | 237 |
|
|
2017
Q2 | $16.4M | Buy |
326,633
+240,608
| +280% | +$11M | 0.06% | 251 |
|
|
2017
Q1 | $3.84M | Sell |
86,025
-30,124
| -26% | -$1.25M | 0.03% | 522 |
|
|
2016
Q4 | $4.48M | Sell |
116,149
-7,897
| -6% | -$309K | 0.03% | 447 |
|
|
2016
Q3 | $4.82M | Sell |
124,046
-8,081
| -6% | -$329K | 0.05% | 387 |
|
|
2016
Q2 | $5.36M | Sell |
132,127
-331,933
| -72% | -$13.3M | 0.05% | 347 |
|
|
2016
Q1 | $18.8M | Sell |
464,060
-25,531
| -5% | -$945K | 0.05% | 285 |
|
|
2015
Q4 | $17.4M | Buy |
489,591
+165,445
| +51% | +$6.32M | 0.05% | 308 |
|
|
2015
Q3 | $12.2M | Sell |
324,146
-18,529
| -5% | -$712K | 0.07% | 252 |
|
|
2015
Q2 | $13.8M | Buy |
342,675
+8,762
| +3% | +$380K | 0.07% | 252 |
|
|
2015
Q1 | $14.3M | Sell |
333,913
-525
| -0.2% | -$22.8K | 0.07% | 244 |
|
|
2014
Q4 | $15M | Sell |
334,438
-28,461
| -8% | -$1.16M | 0.08% | 223 |
|
|
2014
Q3 | $13.8M | Sell |
362,899
-44,788
| -11% | -$1.81M | 0.08% | 225 |
|
|
2014
Q2 | $16.5M | Sell |
407,687
-8,509
| -2% | -$350K | 0.1% | 192 |
|
|
2014
Q1 | $17M | Buy |
416,196
+23,683
| +6% | +$901K | 0.1% | 186 |
|
|
2013
Q4 | $15M | Buy |
392,513
+664
| +0.2% | +$22.8K | 0.09% | 200 |
|
|
2013
Q3 | $13M | Buy |
391,849
+22,638
| +6% | +$734K | 0.09% | 209 |
|
|
2013
Q2 | $11.3M | Buy |
+369,211
| New | +$12.3M | 0.08% | 218 |
|
Other funds holding ORCL
VCM
VPM
LPL Financial's ORCL Position: Q1 2026 in Review
LPL Financial increased its Oracle (ORCL) stake by 4.2% in Q1 2026, buying an estimated $17.3M and bringing the position to 2,617,539 shares worth $385M. The position accounts for 0.1% of the portfolio, ranked #202.
LPL Financial first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $634M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- LPL Financial held 2,617,539 shares of Oracle worth $385M as of Q1 2026.
- LPL Financial bought 106,509 Oracle shares in Q1 2026, an estimated $17.3M.
- Oracle made up 0.1% of LPL Financial's portfolio in Q1 2026, its #202 holding.
- LPL Financial first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Oracle position peaked at $634M in Q3 2025.
- 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.