Key Client Fiduciary Advisors’s Oracle ORCL Stock Holding History

Key Client Fiduciary Advisors’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	$1.61M	Buy	10,997 +41	+0.4%	+$7.43K	0.46%	47
2026 Q1	$1.61M	Sell	10,956 -71	-0.6%	-$11.5K	0.55%	45
2025 Q4	$2.15M	Buy	11,027 +218	+2%	+$51.9K	0.73%	31
2025 Q3	$3.04M	Sell	10,809 -9	-0.1%	-$2.29K	1.01%	19
2025 Q2	$2.37M	Sell	10,818 -1,799	-14%	-$291K	0.96%	22
2025 Q1	$1.76M	Buy	12,617 +86	+0.7%	+$14K	0.8%	29
2024 Q4	$2.09M	Sell	12,531 -2,500	-17%	-$444K	0.92%	24
2024 Q3	$2.56M	Buy	15,031 +281	+2%	+$40.7K	1.15%	17
2024 Q2	$2.08M	Buy	+14,750	New	+$1.83M	1.04%	18

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Key Client Fiduciary Advisors's ORCL Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Oracle (ORCL) stake by 0.37% in Q2 2026, buying an estimated $7.43K and bringing the position to 10,997 shares worth $1.61M. The position accounts for 0.46% of the portfolio, ranked #47.

Key Client Fiduciary Advisors first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.04M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Key Client Fiduciary Advisors held 10,997 shares of Oracle worth $1.61M as of Q2 2026.
Key Client Fiduciary Advisors bought 41 Oracle shares in Q2 2026, an estimated $7.43K.
Oracle made up 0.46% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #47 holding.
Key Client Fiduciary Advisors first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
Key Client Fiduciary Advisors's Oracle position peaked at $3.04M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.