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Kestra Private Wealth Services’s Oracle ORCL Stock Holding History

Kestra Private Wealth 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 		$14.8M Buy
100,579
+7,765
+8% +$1.26M 0.18% 122
2025
Q4 		$18.1M Buy
92,814
+4,759
+5% +$1.13M 0.22% 95
2025
Q3 		$24.8M Sell
88,055
-8,931
-9% -$2.27M 0.32% 57
2025
Q2 		$21.2M Buy
96,986
+4,605
+5% +$744K 0.3% 62
2025
Q1 		$12.9M Buy
92,381
+10,824
+13% +$1.76M 0.22% 103
2024
Q4 		$13.6M Sell
81,557
-4,440
-5% -$789K 0.23% 90
2024
Q3 		$14.7M Sell
85,997
-633
-0.7% -$91.7K 0.27% 80
2024
Q2 		$12.2M Sell
86,630
-5,965
-6% -$741K 0.24% 89
2024
Q1 		$11.6M Buy
92,595
+7,365
+9% +$843K 0.26% 91
2023
Q4 		$8.99M Buy
85,230
+14,710
+21% +$1.61M 0.23% 104
2023
Q3 		$7.47M Buy
70,520
+24,917
+55% +$2.88M 0.23% 106
2023
Q2 		$5.43M Buy
45,603
+10,214
+29% +$1.06M 0.19% 138
2023
Q1 		$3.29M Buy
35,389
+6,947
+24% +$609K 0.13% 176
2022
Q4 		$2.32M Buy
28,442
+2,321
+9% +$176K 0.12% 202
2022
Q3 		$1.59M Buy
26,121
+465
+2% +$34K 0.09% 250
2022
Q2 		$1.79M Buy
25,656
+415
+2% +$30.4K 0.1% 240
2022
Q1 		$2.09M Buy
25,241
+339
+1% +$27.5K 0.1% 208
2021
Q4 		$2.17M Buy
24,902
+2,795
+13% +$262K 0.1% 210
2021
Q3 		$1.93M Buy
22,107
+2,096
+10% +$185K 0.11% 206
2021
Q2 		$1.56M Sell
20,011
-184
-0.9% -$14.4K 0.09% 241
2021
Q1 		$1.42M Buy
20,195
+1,417
+8% +$91.7K 0.1% 225
2020
Q4 		$1.21M Buy
18,778
+42
+0.2% +$2.5K 0.09% 232
2020
Q3 		$1.12M Buy
+18,736
New +$1.06M 0.1% 213

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 Private Wealth Services's ORCL Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Oracle (ORCL) stake by 8.4% in Q1 2026, buying an estimated $1.26M and bringing the position to 100,579 shares worth $14.8M. The position accounts for 0.18% of the portfolio, ranked #122.

Kestra Private Wealth Services first reported a position in ORCL in Q3 2020 and has held it in 23 quarters since. The position peaked at $24.8M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Kestra Private Wealth Services held 100,579 shares of Oracle worth $14.8M as of Q1 2026.
  • Kestra Private Wealth Services bought 7,765 Oracle shares in Q1 2026, an estimated $1.26M.
  • Oracle made up 0.18% of Kestra Private Wealth Services's portfolio in Q1 2026, its #122 holding.
  • Kestra Private Wealth Services first reported a position in Oracle in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Oracle position peaked at $24.8M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.