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Kelleher Financial Advisors’s Oracle ORCL Stock Holding History

Kelleher 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 		$217K Buy
1,478
+200
+16% +$36.2K 0.03% 262
2026
Q1 		$279K Sell
1,278
-12
-0.9% -$1.95K 0.07% 170
2025
Q4 		$251K Buy
1,290
+12
+0.9% +$2.86K 0.06% 187
2025
Q3 		$359K Hold
1,278
– – 0.09% 130
2025
Q2 		$279K Buy
+1,278
New +$206K 0.1% 115
2025
Q1 		– Sell
-1,354
Closed -$226K – 135
2024
Q4 		$226K Buy
1,354
+76
+6% +$13.5K 0.09% 106
2024
Q3 		$218K Buy
+1,278
New +$185K 0.08% 107

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 $3.38T AUM 44.17% 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

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

Kelleher Financial Advisors increased its Oracle (ORCL) stake by 16% in Q2 2026, buying an estimated $36.2K and bringing the position to 1,478 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #262.

Kelleher Financial Advisors first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $359K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Kelleher Financial Advisors held 1,478 shares of Oracle worth $217K as of Q2 2026.
  • Kelleher Financial Advisors bought 200 Oracle shares in Q2 2026, an estimated $36.2K.
  • Oracle made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #262 holding.
  • Kelleher Financial Advisors first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Kelleher Financial Advisors's Oracle position peaked at $359K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.