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Kapstone Financial Advisors’s Oracle ORCL Stock Holding History

Kapstone Financial Advisors’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
Q1 		– Sell
-1,275
Closed -$249K – 163
2025
Q4 		$249K Buy
1,275
+257
+25% +$61.2K 0.12% 100
2025
Q3 		$286K Buy
1,018
+1
+0.1% +$255 0.13% 83
2025
Q2 		$222K Buy
+1,017
New +$164K 0.11% 102

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kapstone Financial Advisors's ORCL Position: Q1 2026 in Review

Kapstone Financial Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,275 shares — an estimated $249K sold.

Kapstone Financial Advisors first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $286K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Kapstone Financial Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Kapstone Financial Advisors sold 1,275 Oracle shares in Q1 2026, an estimated $249K.
  • Kapstone Financial Advisors first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
  • Kapstone Financial Advisors's Oracle position peaked at $286K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.