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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
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
-34,991
-71% -$8.91M 0.11% 78
2025
Q2 		$8.57M Buy
48,955
+21,891
+81% +$3.53M 0.13% 65
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 $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

Kestra Investment Management's ORCL Position: Q1 2026 in Review

Kestra Investment Management reduced its Oracle (ORCL) stake by 19% in Q1 2026, selling an estimated $444K and leaving 11,360 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #153.

Kestra Investment Management first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.57M in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Kestra Investment Management held 11,360 shares of Oracle worth $1.67M as of Q1 2026.
  • Kestra Investment Management sold 2,730 Oracle shares in Q1 2026, an estimated $444K.
  • Oracle made up 0.03% of Kestra Investment Management's portfolio in Q1 2026, its #153 holding.
  • Kestra Investment Management first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Oracle position peaked at $8.57M in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.