LVW Advisors’s Oracle ORCL Stock Holding History

LVW Advisors’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	$793K	Buy	5,412 +1,293	+31%	+$234K	0.07%	155
2026 Q1	$606K	Buy	4,119 +440	+12%	+$71.5K	0.06%	180
2025 Q4	$717K	Sell	3,679 -36	-1%	-$8.57K	0.07%	130
2025 Q3	$1.04M	Buy	3,715 +740	+25%	+$188K	0.11%	103
2025 Q2	$650K	Buy	2,975 +537	+22%	+$86.7K	0.07%	160
2025 Q1	$341K	Sell	2,438 -95	-4%	-$15.5K	0.04%	223
2024 Q4	$422K	Sell	2,533 -488	-16%	-$86.7K	0.05%	209
2024 Q3	$515K	Buy	3,021 +657	+28%	+$95.2K	0.07%	183
2024 Q2	$334K	Buy	2,364 +409	+21%	+$50.8K	0.05%	218
2024 Q1	$246K	Buy	+1,955	New	+$224K	0.04%	255
2023 Q2	–	Sell	-2,216	Closed	-$206K	–	225
2023 Q1	$206K	Buy	+2,216	New	+$194K	0.04%	222

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

LVW Advisors's ORCL Position: Q2 2026 in Review

LVW Advisors increased its Oracle (ORCL) stake by 31% in Q2 2026, buying an estimated $234K and bringing the position to 5,412 shares worth $793K. The position accounts for 0.07% of the portfolio, ranked #155.

LVW Advisors first reported a position in ORCL in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

LVW Advisors held 5,412 shares of Oracle worth $793K as of Q2 2026.
LVW Advisors bought 1,293 Oracle shares in Q2 2026, an estimated $234K.
Oracle made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #155 holding.
LVW Advisors first reported a position in Oracle in Q1 2023 and has held it in 11 quarters since.
LVW Advisors's Oracle position peaked at $1.04M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.