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Lynch & Associates’s Oracle ORCL Stock Holding History

Lynch & Associates’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 		$483K Buy
3,294
+436
+15% +$79K 0.08% 107
2026
Q1 		$420K Sell
2,858
-351
-11% -$57.1K 0.08% 102
2025
Q4 		$625K Buy
3,209
+224
+8% +$53.3K 0.12% 95
2025
Q3 		$840K Buy
2,985
+794
+36% +$202K 0.16% 87
2025
Q2 		$479K Buy
+2,191
New +$354K 0.1% 101

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Lynch & Associates's ORCL Position: Q2 2026 in Review

Lynch & Associates increased its Oracle (ORCL) stake by 15% in Q2 2026, buying an estimated $79K and bringing the position to 3,294 shares worth $483K. The position accounts for 0.08% of the portfolio, ranked #107.

Lynch & Associates first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $840K in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Lynch & Associates held 3,294 shares of Oracle worth $483K as of Q2 2026.
  • Lynch & Associates bought 436 Oracle shares in Q2 2026, an estimated $79K.
  • Oracle made up 0.08% of Lynch & Associates's portfolio in Q2 2026, its #107 holding.
  • Lynch & Associates first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Lynch & Associates's Oracle position peaked at $840K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.