Lugano Financial Advisors SA (LFA)’s Oracle ORCL Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$16K	Hold	109	–	–	0.01%	219
2026 Q1	$16K	Hold	109	–	–	0.01%	192
2025 Q4	$21.2K	Hold	109	–	–	0.01%	193
2025 Q3	$30.6K	Hold	109	–	–	0.02%	175
2025 Q2	$23.8K	Buy	+109	New	+$17.6K	0.01%	175
2023 Q3	–	Sell	-500	Closed	-$59.5K	–	204
2023 Q2	$59.5K	Buy	+500	New	+$51.7K	0.04%	129
2021 Q4	–	Sell	-3,634	Closed	-$317K	–	123
2021 Q3	$317K	Hold	3,634	–	–	0.21%	52
2021 Q2	$283K	Hold	3,634	–	–	0.18%	52
2021 Q1	$255K	Buy	+3,634	New	+$235K	0.18%	56

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s ORCL Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Oracle (ORCL) position steady in Q2 2026 at 109 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #219.

Lugano Financial Advisors SA (LFA) first reported a position in ORCL in Q1 2021 and has held it in 9 quarters since. The position peaked at $317K in Q3 2021. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 109 shares of Oracle worth $16K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #219 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Oracle in Q1 2021 and has held it in 9 quarters since.
Lugano Financial Advisors SA (LFA)'s Oracle position peaked at $317K in Q3 2021.
1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.