LPL Financial
ORCL icon

LPL Financial’s Oracle ORCL Stock Holding History

LPL Financial’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 		$1.24M Sell
8,400
-3,500
-29% -$569K ﹤0.01% 3985
2025
Q4 		$2.32M Buy
11,900
+9,400
+376% +$2.24M ﹤0.01% 3255
2025
Q3 		$703K Buy
+2,500
New +$637K ﹤0.01% 4342
2024
Q1 		– Sell
-5,000
Closed -$527K – 4996
2023
Q4 		$527K Buy
+5,000
New +$546K ﹤0.01% 3623

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

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. 3,473 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.
  • 3,473 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.