KCFA
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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 		$1.45M Hold
9,900
– – 0.42% 51
2026
Q1 		$1.46M Hold
9,900
– – 0.5% 48
2025
Q4 		$1.93M Hold
9,900
– – 0.66% 39
2025
Q3 		$2.78M Hold
9,900
– – 0.92% 21
2025
Q2 		$2.16M Sell
9,900
-1,800
-15% -$291K 0.88% 27
2025
Q1 		$1.64M Hold
11,700
– – 0.74% 32
2024
Q4 		$1.95M Sell
11,700
-2,500
-18% -$444K 0.86% 25
2024
Q3 		$2.42M Hold
14,200
– – 1.08% 19
2024
Q2 		$2.01M Buy
+14,200
New +$1.76M 1% 21

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM