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White Lighthouse Investment Management’s Oracle ORCL Stock Holding History

White Lighthouse Investment 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
Q2 		$383K Buy
+2,613
New +$474K 0.05% 120
2026
Q1 		– Sell
-1,150
Closed -$224K – 148
2025
Q4 		$224K Sell
1,150
-68
-6% -$16.2K 0.03% 138
2025
Q3 		$343K Sell
1,218
-24
-2% -$6.11K 0.05% 110
2025
Q2 		$272K Buy
+1,242
New +$201K 0.04% 117
2019
Q4 		– Sell
-7,550
Closed -$415K – 133
2019
Q3 		$415K Buy
7,550
+500
+7% +$27.6K 0.17% 87
2019
Q2 		$402K Hold
7,050
– – 0.17% 84
2019
Q1 		$379K Sell
7,050
-500
-7% -$25.5K 0.17% 84
2018
Q4 		$341K Buy
+7,550
New +$362K 0.19% 87

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

White Lighthouse Investment Management's ORCL Position: Q2 2026 in Review

White Lighthouse Investment Management opened a new position in Oracle (ORCL) in Q2 2026: 2,613 shares worth $383K. The stake represents 0.05% of the portfolio and ranks #120 among its holdings. This is a return to the name: White Lighthouse Investment Management previously reported a position in ORCL as recently as Q4 2025.

White Lighthouse Investment Management first reported a position in ORCL in Q4 2018 and has held it in 8 quarters since. The position peaked at $415K in Q3 2019. 3,511 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • White Lighthouse Investment Management held 2,613 shares of Oracle worth $383K as of Q2 2026.
  • Oracle was a new White Lighthouse Investment Management position in Q2 2026.
  • Oracle made up 0.05% of White Lighthouse Investment Management's portfolio in Q2 2026, its #120 holding.
  • White Lighthouse Investment Management first reported a position in Oracle in Q4 2018 and has held it in 8 quarters since.
  • White Lighthouse Investment Management's Oracle position peaked at $415K in Q3 2019.
  • 3,511 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.