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Kestra Investment Management’s Oracle ORCL Stock Holding History

Kestra Investment 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
Q2 		$1.37M Sell
9,371
-1,989
-18% -$360K 0.03% 186
2026
Q1 		$1.67M Sell
11,360
-2,730
-19% -$444K 0.03% 153
2025
Q4 		$2.75M Buy
14,090
+126
+0.9% +$30K 0.07% 107
2025
Q3 		$3.93M Sell
13,964
-7,927
-36% -$2.02M 0.11% 78
2025
Q2 		$4.79M Sell
21,891
-5,173
-19% -$835K 0.15% 64
2025
Q1 		$3.78M Buy
27,064
+6,840
+34% +$1.11M 0.12% 67
2024
Q4 		$3.37M Sell
20,224
-2,462
-11% -$437K 0.13% 65
2024
Q3 		$3.87M Buy
+22,686
New +$3.29M 0.17% 61

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

Kestra Investment Management's ORCL Position: Q2 2026 in Review

Kestra Investment Management reduced its Oracle (ORCL) stake by 18% in Q2 2026, selling an estimated $360K and leaving 9,371 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #186.

Kestra Investment Management first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.79M in Q2 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Kestra Investment Management held 9,371 shares of Oracle worth $1.37M as of Q2 2026.
  • Kestra Investment Management sold 1,989 Oracle shares in Q2 2026, an estimated $360K.
  • Oracle made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #186 holding.
  • Kestra Investment Management first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Oracle position peaked at $4.79M in Q2 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.