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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
Q3 		$421K Sell
3,064
-230
-7% -$32.4K 0.06% 109
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Lynch & Associates's ORCL Position: Q3 2026 in Review

Lynch & Associates reduced its Oracle (ORCL) stake by 7% in Q3 2026, selling an estimated $32.4K and leaving 3,064 shares worth $421K. The position accounts for 0.06% of the portfolio, ranked #109.

Lynch & Associates first reported a position in ORCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $840K in Q3 2025. 678 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Lynch & Associates held 3,064 shares of Oracle worth $421K as of Q3 2026.
  • Lynch & Associates sold 230 Oracle shares in Q3 2026, an estimated $32.4K.
  • Oracle made up 0.06% of Lynch & Associates's portfolio in Q3 2026, its #109 holding.
  • Lynch & Associates first reported a position in Oracle in Q2 2025 and has held it in 6 quarters since.
  • Lynch & Associates's Oracle position peaked at $840K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.