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
Q2 		$1.03M Buy
7,000
+2,000
+40% +$362K ﹤0.01% 4392
2026
Q1 		$736K Sell
5,000
-2,300
-32% -$374K ﹤0.01% 4428
2025
Q4 		$1.42M Buy
7,300
+3,100
+74% +$738K ﹤0.01% 3721
2025
Q3 		$1.18M Buy
+4,200
New +$1.07M ﹤0.01% 3837
2024
Q3 		– Sell
-12,000
Closed -$1.69M – 5261
2024
Q2 		$1.69M Buy
+12,000
New +$1.49M ﹤0.01% 2758

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial's ORCL Position: Q2 2026 in Review

LPL Financial increased its Oracle (ORCL) stake by 2.7% in Q2 2026, buying an estimated $13M and bringing the position to 2,689,269 shares worth $394M. The position accounts for 0.09% of the portfolio, ranked #229.

LPL Financial first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $634M in Q3 2025. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • LPL Financial held 2,689,269 shares of Oracle worth $394M as of Q2 2026.
  • LPL Financial bought 71,730 Oracle shares in Q2 2026, an estimated $13M.
  • Oracle made up 0.09% of LPL Financial's portfolio in Q2 2026, its #229 holding.
  • LPL Financial first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Oracle position peaked at $634M in Q3 2025.
  • 3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.