Kestra Private Wealth Services
ORCL icon

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
Q3 		$17.1M Buy
124,457
+15,199
+14% +$2.14M 0.18% 125
2026
Q2 		$16M Buy
109,258
+8,679
+9% +$1.57M 0.18% 136
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 		$1.6M 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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Kestra Private Wealth Services's ORCL Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Oracle (ORCL) stake by 14% in Q3 2026, buying an estimated $2.14M and bringing the position to 124,457 shares worth $17.1M. The position accounts for 0.18% of the portfolio, ranked #125.

Kestra Private Wealth Services first reported a position in ORCL in Q3 2020 and has held it in 25 quarters since. The position peaked at $24.8M in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Kestra Private Wealth Services held 124,457 shares of Oracle worth $17.1M as of Q3 2026.
  • Kestra Private Wealth Services bought 15,199 Oracle shares in Q3 2026, an estimated $2.14M.
  • Oracle made up 0.18% of Kestra Private Wealth Services's portfolio in Q3 2026, its #125 holding.
  • Kestra Private Wealth Services first reported a position in Oracle in Q3 2020 and has held it in 25 quarters since.
  • Kestra Private Wealth Services's Oracle position peaked at $24.8M in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.