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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
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 $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

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

Kelleher Financial Advisors reduced its Oracle (ORCL) stake by 0.93% in Q1 2026, selling an estimated $1.95K and leaving 1,278 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #170.

Kelleher Financial Advisors first reported a position in ORCL in Q3 2024 and has held it in 6 quarters since. The position peaked at $359K in Q3 2025. 3,476 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Kelleher Financial Advisors held 1,278 shares of Oracle worth $279K as of Q1 2026.
  • Kelleher Financial Advisors sold 12 Oracle shares in Q1 2026, an estimated $1.95K.
  • Oracle made up 0.07% of Kelleher Financial Advisors's portfolio in Q1 2026, its #170 holding.
  • Kelleher Financial Advisors first reported a position in Oracle in Q3 2024 and has held it in 6 quarters since.
  • Kelleher Financial Advisors's Oracle position peaked at $359K in Q3 2025.
  • 3,476 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.