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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 3,519 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.
3,519 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.