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Kaizen Financial Strategies’s Oracle ORCL Stock Holding History

Kaizen Financial Strategies’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 		$289K Sell
2,028
-158
-7% -$28.6K 0.09% 141
2026
Q1 		$390K Sell
2,186
-137
-6% -$22.3K 0.16% 107
2025
Q4 		$453K Sell
2,323
-220
-9% -$52.4K 0.2% 83
2025
Q3 		$620K Buy
2,543
+526
+26% +$134K 0.28% 66
2025
Q2 		$441K Sell
2,017
-21
-1% -$3.39K 0.22% 84
2025
Q1 		$285K Hold
2,038
– – 0.16% 108
2024
Q4 		$340K Sell
2,038
-45
-2% -$7.99K 0.19% 90
2024
Q3 		$355K Hold
2,083
– – 0.21% 84
2024
Q2 		$283K Buy
2,083
+1
+0% +$124 0.18% 95
2024
Q1 		$261K Sell
2,082
-12
-0.6% -$1.37K 0.18% 99
2023
Q4 		$221K Sell
2,094
-1,999
-49% -$218K 0.17% 104
2023
Q3 		$434K Hold
4,093
– – 0.37% 47
2023
Q2 		$475K Buy
+4,093
New +$423K 0.41% 44

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

Kaizen Financial Strategies's ORCL Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Oracle (ORCL) stake by 7.2% in Q2 2026, selling an estimated $28.6K and leaving 2,028 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #141.

Kaizen Financial Strategies first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $620K in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Kaizen Financial Strategies held 2,028 shares of Oracle worth $289K as of Q2 2026.
  • Kaizen Financial Strategies sold 158 Oracle shares in Q2 2026, an estimated $28.6K.
  • Oracle made up 0.09% of Kaizen Financial Strategies's portfolio in Q2 2026, its #141 holding.
  • Kaizen Financial Strategies first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
  • Kaizen Financial Strategies's Oracle position peaked at $620K in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.