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Kelly Financial Services’s Oracle ORCL Stock Holding History

Kelly Financial Services’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 		$425K Buy
2,903
+18
+0.6% +$3.26K 0.09% 82
2026
Q1 		$424K Buy
2,885
+107
+4% +$17.4K 0.1% 76
2025
Q4 		$541K Buy
2,778
+299
+12% +$71.2K 0.14% 61
2025
Q3 		$697K Sell
2,479
-237
-9% -$60.4K 0.18% 50
2025
Q2 		$594K Buy
2,716
+28
+1% +$4.52K 0.17% 58
2025
Q1 		$376K Buy
2,688
+114
+4% +$18.6K 0.13% 68
2024
Q4 		$429K Sell
2,574
-1
-0% -$178 0.15% 68
2024
Q3 		$439K Hold
2,575
– – 0.16% 69
2024
Q2 		$364K Buy
2,575
+2
+0.1% +$248 0.13% 74
2024
Q1 		$323K Buy
2,573
+13
+0.5% +$1.49K 0.12% 81
2023
Q4 		$270K Buy
2,560
+8
+0.3% +$873 0.11% 84
2023
Q3 		$270K Buy
2,552
+41
+2% +$4.75K 0.12% 80
2023
Q2 		$299K Sell
2,511
-48
-2% -$4.96K 0.14% 77
2023
Q1 		$238K Sell
2,559
-42
-2% -$3.68K 0.12% 76
2022
Q4 		$213K Sell
2,601
-145
-5% -$11K 0.11% 84
2022
Q3 		$168K Buy
2,746
+150
+6% +$11K 0.1% 80
2022
Q2 		$181K Sell
2,596
-374
-13% -$27.4K 0.1% 79
2022
Q1 		$246K Buy
2,970
+2
+0.1% +$162 0.11% 73
2021
Q4 		$259K Buy
2,968
+2
+0.1% +$188 0.12% 67
2021
Q3 		$258K Sell
2,966
-256,679
-99% -$22.7M 0.15% 56
2021
Q2 		$3.34M Buy
259,645
+256,312
+7,690% +$20.1M 0.13% 51
2021
Q1 		$234K Buy
3,333
+2
+0.1% +$129 0.15% 43
2020
Q4 		$215K Buy
3,331
+2
+0.1% +$119 0.15% 38
2020
Q3 		$199K Buy
3,329
+3
+0.1% +$170 0.14% 29
2020
Q2 		$184K Buy
3,326
+2
+0.1% +$106 0.14% 32
2020
Q1 		$161K Buy
3,324
+3
+0.1% +$155 0.2% 25
2019
Q4 		$176K Sell
3,321
-98
-3% -$5.39K 0.13% 30
2019
Q3 		$188K Buy
3,419
+265
+8% +$14.6K 0.17% 27
2019
Q2 		$180K Sell
3,154
-183
-5% -$9.9K 0.16% 28
2019
Q1 		$179K Buy
+3,337
New +$170K 0.2% 28

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Kelly Financial Services's ORCL Position: Q2 2026 in Review

Kelly Financial Services increased its Oracle (ORCL) stake by 0.62% in Q2 2026, buying an estimated $3.26K and bringing the position to 2,903 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #82.

Kelly Financial Services first reported a position in ORCL in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.34M in Q2 2021. 1,443 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Kelly Financial Services held 2,903 shares of Oracle worth $425K as of Q2 2026.
  • Kelly Financial Services bought 18 Oracle shares in Q2 2026, an estimated $3.26K.
  • Oracle made up 0.09% of Kelly Financial Services's portfolio in Q2 2026, its #82 holding.
  • Kelly Financial Services first reported a position in Oracle in Q1 2019 and has held it in 30 quarters since.
  • Kelly Financial Services's Oracle position peaked at $3.34M in Q2 2021.
  • 1,443 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.