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Keudell/Morrison Wealth Management’s Oracle ORCL Stock Holding History

Keudell/Morrison Wealth 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
Q3 		$926K Sell
6,746
-2,754
-29% -$389K 0.16% 85
2026
Q2 		$1.39M Buy
9,500
+387
+4% +$70.1K 0.26% 60
2026
Q1 		$1.34M Sell
9,113
-144
-2% -$23.4K 0.27% 57
2025
Q4 		$1.8M Buy
+9,257
New +$2.2M 0.38% 45
2025
Q2 		$2.15M Sell
9,845
-413
-4% -$66.7K 0.48% 44
2025
Q1 		$1.43M Sell
10,258
-1,174
-10% -$191K 0.34% 54
2024
Q4 		$1.91M Buy
11,432
+104
+0.9% +$18.5K 0.5% 43
2024
Q3 		$1.93M Buy
11,328
+726
+7% +$105K 0.52% 43
2024
Q2 		$1.5M Sell
10,602
-369
-3% -$45.8K 0.44% 50
2024
Q1 		$1.38M Buy
10,971
+124
+1% +$14.2K 0.42% 50
2023
Q4 		$1.14M Buy
10,847
+1,033
+11% +$113K 0.38% 54
2023
Q3 		$1.04M Buy
9,814
+131
+1% +$15.2K 0.32% 58
2023
Q2 		$1.15M Sell
9,683
-732
-7% -$75.7K 0.33% 56
2023
Q1 		$968K Sell
10,415
-114
-1% -$10K 0.29% 58
2022
Q4 		$861K Sell
10,529
-133
-1% -$10.1K 0.28% 67
2022
Q3 		$651K Buy
10,662
+675
+7% +$49.4K 0.24% 81
2022
Q2 		$698K Buy
9,987
+219
+2% +$16K 0.25% 79
2022
Q1 		$808K Sell
9,768
-1,205
-11% -$97.6K 0.34% 72
2021
Q4 		$957K Buy
10,973
+113
+1% +$10.6K 0.38% 61
2021
Q3 		$946K Buy
10,860
+152
+1% +$13.4K 0.41% 61
2021
Q2 		$834K Sell
10,708
-159
-1% -$12.4K 0.46% 69
2021
Q1 		$763K Buy
10,867
+114
+1% +$7.38K 0.44% 69
2020
Q4 		$696K Buy
10,753
+419
+4% +$24.9K 0.44% 71
2020
Q3 		$617K Sell
10,334
-96
-0.9% -$5.45K 0.4% 69
2020
Q2 		$576K Buy
10,430
+465
+5% +$24.6K 0.48% 73
2020
Q1 		$482K Sell
9,965
-2,406
-19% -$124K 0.47% 75
2019
Q4 		$655K Sell
12,371
-6,410
-34% -$353K 0.45% 67
2019
Q3 		$1.03M Buy
18,781
+39
+0.2% +$2.15K 0.85% 41
2019
Q2 		$1M Sell
18,742
-932
-5% -$50.4K 0.88% 42
2019
Q1 		$1.06M Buy
+19,674
New +$1M 0.93% 37

Other funds holding ORCL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Keudell/Morrison Wealth Management's ORCL Position: Q3 2026 in Review

Keudell/Morrison Wealth Management reduced its Oracle (ORCL) stake by 29% in Q3 2026, selling an estimated $389K and leaving 6,746 shares worth $926K. The position accounts for 0.16% of the portfolio, ranked #85.

Keudell/Morrison Wealth Management first reported a position in ORCL in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.15M in Q2 2025. 2,430 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Keudell/Morrison Wealth Management held 6,746 shares of Oracle worth $926K as of Q3 2026.
  • Keudell/Morrison Wealth Management sold 2,754 Oracle shares in Q3 2026, an estimated $389K.
  • Oracle made up 0.16% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Keudell/Morrison Wealth Management first reported a position in Oracle in Q1 2019 and has held it in 30 quarters since.
  • Keudell/Morrison Wealth Management's Oracle position peaked at $2.15M in Q2 2025.
  • 2,430 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.