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Moody Lynn & Lieberson’s Oracle ORCL Stock Holding History

Moody Lynn & Lieberson’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 		$1.21M Sell
8,248
-253
-3% -$45.9K 0.06% 109
2026
Q1 		$1.25M Sell
8,501
-350
-4% -$56.9K 0.07% 100
2025
Q4 		$1.73M Sell
8,851
-25,186
-74% -$6M 0.09% 88
2025
Q3 		$9.57M Sell
34,037
-270
-0.8% -$68.8K 0.52% 41
2025
Q2 		$7.5M Buy
34,307
+9,738
+40% +$1.57M 0.43% 43
2025
Q1 		$3.43M Sell
24,569
-1,683
-6% -$274K 0.22% 63
2024
Q4 		$4.37M Buy
26,252
+15,020
+134% +$2.67M 0.27% 55
2024
Q3 		$1.91M Buy
11,232
+214
+2% +$31K 0.12% 91
2024
Q2 		$1.56M Sell
11,018
-35,098
-76% -$4.36M 0.1% 94
2024
Q1 		$5.79M Buy
46,116
+17,897
+63% +$2.05M 0.39% 48
2023
Q4 		$2.98M Sell
28,219
-25,267
-47% -$2.76M 0.23% 76
2023
Q3 		$5.67M Sell
53,486
-3,634
-6% -$421K 0.49% 46
2023
Q2 		$6.8M Buy
57,120
+83
+0.1% +$8.58K 0.55% 46
2023
Q1 		$5.3M Buy
57,037
+25,730
+82% +$2.26M 0.48% 51
2022
Q4 		$2.56M Buy
31,307
+22,061
+239% +$1.68M 0.23% 75
2022
Q3 		$565K Sell
9,246
-100
-1% -$7.32K 0.05% 134
2022
Q2 		$653K Sell
9,346
-700
-7% -$51.2K 0.06% 131
2022
Q1 		$831K Sell
10,046
-68,150
-87% -$5.52M 0.06% 122
2021
Q4 		$6.82M Buy
78,196
+15,918
+26% +$1.49M 0.46% 54
2021
Q3 		$5.43M Buy
62,278
+41,115
+194% +$3.63M 0.41% 60
2021
Q2 		$1.65M Buy
+21,163
New +$1.66M 0.12% 93
2018
Q2 		– Sell
-5,575
Closed -$255K – 212
2018
Q1 		$255K Hold
5,575
– – 0.03% 187
2017
Q4 		$284K Hold
5,575
– – 0.03% 194
2017
Q3 		$270K Buy
5,575
+500
+10% +$24.9K 0.03% 193
2017
Q2 		$254K Buy
+5,075
New +$231K 0.03% 198

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
New York State Teachers Retirement System (NYSTRS)
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Moody Lynn & Lieberson's ORCL Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Oracle (ORCL) stake by 3% in Q2 2026, selling an estimated $45.9K and leaving 8,248 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #109.

Moody Lynn & Lieberson first reported a position in ORCL in Q2 2017 and has held it in 25 quarters since. The position peaked at $9.57M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Moody Lynn & Lieberson held 8,248 shares of Oracle worth $1.21M as of Q2 2026.
  • Moody Lynn & Lieberson sold 253 Oracle shares in Q2 2026, an estimated $45.9K.
  • Oracle made up 0.06% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #109 holding.
  • Moody Lynn & Lieberson first reported a position in Oracle in Q2 2017 and has held it in 25 quarters since.
  • Moody Lynn & Lieberson's Oracle position peaked at $9.57M in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.