KWM
ORCL icon

Keebeck Wealth Management’s Oracle ORCL Stock Holding History

Keebeck Wealth 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
Q1 		$1.21M Buy
8,215
+1,042
+15% +$169K 0.14% 145
2025
Q4 		$1.4M Buy
7,173
+594
+9% +$141K 0.16% 131
2025
Q3 		$1.85M Buy
6,579
+257
+4% +$65.4K 0.22% 111
2025
Q2 		$1.38M Buy
6,322
+212
+3% +$34.2K 0.18% 121
2025
Q1 		$854K Buy
6,110
+357
+6% +$58.1K 0.13% 139
2024
Q4 		$959K Buy
5,753
+78
+1% +$13.9K 0.14% 130
2024
Q3 		$967K Buy
5,675
+1,741
+44% +$252K 0.14% 135
2024
Q2 		$555K Buy
3,934
+40
+1% +$4.97K 0.08% 166
2024
Q1 		$489K Sell
3,894
-151
-4% -$17.3K 0.07% 190
2023
Q4 		$426K Buy
4,045
+282
+7% +$30.8K 0.07% 196
2023
Q3 		$399K Buy
3,763
+50
+1% +$5.79K 0.07% 189
2023
Q2 		$442K Hold
3,713
– – 0.06% 189
2023
Q1 		$345K Buy
3,713
+111
+3% +$9.73K 0.06% 196
2022
Q4 		$294K Buy
+3,602
New +$274K 0.05% 198
2022
Q2 		– Sell
-2,842
Closed -$235K – 248
2022
Q1 		$235K Hold
2,842
– – 0.04% 219
2021
Q4 		$248K Hold
2,842
– – 0.04% 198
2021
Q3 		$248K Hold
2,842
– – 0.05% 189
2021
Q2 		$221K Buy
+2,842
New +$222K 0.03% 226
2020
Q3 		– Sell
-2,521
Closed -$139K – 303
2020
Q2 		$139K Buy
+2,521
New +$134K 0.04% 170
2020
Q1 		– Sell
-2,521
Closed -$133K – 275
2019
Q4 		$133K Buy
+2,521
New +$139K 0.04% 167

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

Keebeck Wealth Management's ORCL Position: Q1 2026 in Review

Keebeck Wealth Management increased its Oracle (ORCL) stake by 15% in Q1 2026, buying an estimated $169K and bringing the position to 8,215 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #145.

Keebeck Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.85M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Keebeck Wealth Management held 8,215 shares of Oracle worth $1.21M as of Q1 2026.
  • Keebeck Wealth Management bought 1,042 Oracle shares in Q1 2026, an estimated $169K.
  • Oracle made up 0.14% of Keebeck Wealth Management's portfolio in Q1 2026, its #145 holding.
  • Keebeck Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 20 quarters since.
  • Keebeck Wealth Management's Oracle position peaked at $1.85M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.