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LRI Investments’s Oracle ORCL Stock Holding History

LRI Investments’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 		$864K Sell
5,894
-432
-7% -$78.3K 0.07% 140
2026
Q1 		$931K Buy
6,326
+959
+18% +$156K 0.08% 118
2025
Q4 		$1.05M Sell
5,367
-1,527
-22% -$364K 0.08% 110
2025
Q3 		$1.94M Buy
6,894
+1,671
+32% +$426K 0.16% 64
2025
Q2 		$1.14M Sell
5,223
-50
-0.9% -$8.07K 0.1% 96
2025
Q1 		$737K Sell
5,273
-217
-4% -$35.3K 0.07% 126
2024
Q4 		$915K Sell
5,490
-269
-5% -$47.8K 0.09% 88
2024
Q3 		$1.08M Sell
5,759
-63
-1% -$9.13K 0.1% 82
2024
Q2 		$822K Buy
5,822
+1,603
+38% +$199K 0.09% 77
2024
Q1 		$530K Buy
+4,219
New +$483K 0.13% 74

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LRI Investments's ORCL Position: Q2 2026 in Review

LRI Investments reduced its Oracle (ORCL) stake by 6.8% in Q2 2026, selling an estimated $78.3K and leaving 5,894 shares worth $864K. The position accounts for 0.07% of the portfolio, ranked #140.

LRI Investments first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.94M in Q3 2025. 1,621 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • LRI Investments held 5,894 shares of Oracle worth $864K as of Q2 2026.
  • LRI Investments sold 432 Oracle shares in Q2 2026, an estimated $78.3K.
  • Oracle made up 0.07% of LRI Investments's portfolio in Q2 2026, its #140 holding.
  • LRI Investments first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Oracle position peaked at $1.94M in Q3 2025.
  • 1,621 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.