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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
Q2 		$201K Buy
+1,370
New +$248K 0.08% 166
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 $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

Kapstone Financial Advisors's ORCL Position: Q2 2026 in Review

Kapstone Financial Advisors opened a new position in Oracle (ORCL) in Q2 2026: 1,370 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #166 among its holdings. This is a return to the name: Kapstone Financial Advisors previously reported a position in ORCL as recently as Q4 2025.

Kapstone Financial Advisors first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $286K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Kapstone Financial Advisors held 1,370 shares of Oracle worth $201K as of Q2 2026.
  • Oracle was a new Kapstone Financial Advisors position in Q2 2026.
  • Oracle made up 0.08% of Kapstone Financial Advisors's portfolio in Q2 2026, its #166 holding.
  • Kapstone Financial Advisors first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Kapstone Financial Advisors's Oracle position peaked at $286K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.