Lyell Wealth Management’s Oracle ORCL Stock Holding History

Lyell Wealth Management’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 Q3	$688K	Buy	5,008 +326	+7%	+$46K	0.04%	148
2026 Q2	$686K	Hold	4,682	–	–	0.04%	145
2026 Q1	$689K	Buy	4,682 +50	+1%	+$8.13K	0.05%	132
2025 Q4	$903K	Buy	4,632 +726	+19%	+$173K	0.07%	119
2025 Q3	$1.1M	Hold	3,906	–	–	0.08%	115
2025 Q2	$854K	Sell	3,906 -21	-0.5%	-$3.39K	0.07%	128
2025 Q1	$549K	Hold	3,927	–	–	0.05%	140
2024 Q4	$654K	Hold	3,927	–	–	0.06%	133
2024 Q3	$669K	Hold	3,927	–	–	0.06%	132
2024 Q2	$554K	Hold	3,927	–	–	0.05%	133
2024 Q1	$493K	Sell	3,927 -470	-11%	-$53.8K	0.05%	140
2023 Q4	$464K	Buy	4,397 +1,820	+71%	+$199K	0.05%	141
2023 Q3	$273K	Buy	2,577 +1	+0%	+$116	0.04%	153
2023 Q2	$307K	Sell	2,576 -5	-0.2%	-$517	0.04%	158
2023 Q1	$240K	Buy	+2,581	New	+$226K	0.03%	181
2021 Q4	–	Sell	-2,565	Closed	-$223K	–	192
2021 Q3	$223K	Hold	2,565	–	–	0.03%	167
2021 Q2	$200K	Buy	+2,565	New	+$201K	0.02%	185

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Lyell Wealth Management's ORCL Position: Q3 2026 in Review

Lyell Wealth Management increased its Oracle (ORCL) stake by 7% in Q3 2026, buying an estimated $46K and bringing the position to 5,008 shares worth $688K. The position accounts for 0.04% of the portfolio, ranked #148.

Lyell Wealth Management first reported a position in ORCL in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.1M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Lyell Wealth Management held 5,008 shares of Oracle worth $688K as of Q3 2026.
Lyell Wealth Management bought 326 Oracle shares in Q3 2026, an estimated $46K.
Oracle made up 0.04% of Lyell Wealth Management's portfolio in Q3 2026, its #148 holding.
Lyell Wealth Management first reported a position in Oracle in Q2 2021 and has held it in 17 quarters since.
Lyell Wealth Management's Oracle position peaked at $1.1M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.