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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
Q3 		$268K Sell
1,954
-74
-4% -$10.4K 0.11% 141
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Kaizen Financial Strategies's ORCL Position: Q3 2026 in Review

Kaizen Financial Strategies reduced its Oracle (ORCL) stake by 3.6% in Q3 2026, selling an estimated $10.4K and leaving 1,954 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #141.

Kaizen Financial Strategies first reported a position in ORCL in Q2 2023 and has held it in 14 quarters since. The position peaked at $620K in Q3 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Kaizen Financial Strategies held 1,954 shares of Oracle worth $268K as of Q3 2026.
  • Kaizen Financial Strategies sold 74 Oracle shares in Q3 2026, an estimated $10.4K.
  • Oracle made up 0.11% of Kaizen Financial Strategies's portfolio in Q3 2026, its #141 holding.
  • Kaizen Financial Strategies first reported a position in Oracle in Q2 2023 and has held it in 14 quarters since.
  • Kaizen Financial Strategies's Oracle position peaked at $620K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.