Kestra Advisory Services’s Oracle ORCL Stock Holding History

Kestra Advisory 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 Q1	–	Sell	-1,300	Closed	-$253K	–	4009
2025 Q4	$253K	Buy	+1,300	New	+$310K	﹤0.01%	2684

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kestra Advisory Services's ORCL Position: Q2 2026 in Review

Kestra Advisory Services increased its Oracle (ORCL) stake by 18% in Q2 2026, buying an estimated $10.5M and bringing the position to 376,303 shares worth $55.1M. The position accounts for 0.18% of the portfolio, ranked #113.

Kestra Advisory Services first reported a position in ORCL in Q3 2020 and has held it in 24 quarters since. The position peaked at $65.1M in Q3 2025. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Kestra Advisory Services held 376,303 shares of Oracle worth $55.1M as of Q2 2026.
Kestra Advisory Services bought 57,938 Oracle shares in Q2 2026, an estimated $10.5M.
Oracle made up 0.18% of Kestra Advisory Services's portfolio in Q2 2026, its #113 holding.
Kestra Advisory Services first reported a position in Oracle in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's Oracle position peaked at $65.1M in Q3 2025.
3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.