Key Financial Inc
ORCL icon

Key Financial Inc’s Oracle ORCL Stock Holding History

Key Financial Inc’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 		$1.96M Buy
14,287
+67
+0.5% +$9.45K 0.32% 57
2026
Q2 		$2.08M Buy
14,220
+17
+0.1% +$3.08K 0.34% 53
2026
Q1 		$2.09M Buy
14,203
+62
+0.4% +$10.1K 0.37% 55
2025
Q4 		$2.76M Hold
14,141
– – 0.5% 42
2025
Q3 		$4.09M Buy
14,141
+6,323
+81% +$1.61M 0.76% 31
2025
Q2 		$1.71M Buy
7,818
+1,191
+18% +$192K 0.34% 56
2025
Q1 		$927K Buy
6,627
+111
+2% +$18.1K 0.2% 91
2024
Q4 		$1.09M Sell
6,516
-111
-2% -$19.7K 0.25% 75
2024
Q3 		$1.13M Buy
6,627
+27
+0.4% +$3.91K 0.25% 72
2024
Q2 		$932K Buy
6,600
+80
+1% +$9.9K 0.22% 78
2024
Q1 		$819K Sell
6,520
-396
-6% -$45.3K 0.21% 88
2023
Q4 		$729K Buy
6,916
+396
+6% +$43.2K 0.2% 93
2023
Q3 		$691K Hold
6,520
– – 0.23% 84
2023
Q2 		$776K Buy
6,520
+142
+2% +$14.7K 0.26% 76
2023
Q1 		$593K Hold
6,378
– – 0.22% 89
2022
Q4 		$390K Hold
6,378
– – 0.18% 106
2022
Q3 		$390K Hold
6,378
– – 0.18% 107
2022
Q2 		$452K Hold
6,378
– – 0.24% 77
2022
Q1 		$528K Buy
6,378
+555
+10% +$44.9K 0.26% 72
2021
Q4 		$508K Hold
5,823
– – 0.25% 74
2021
Q3 		$507K Hold
5,823
– – 0.29% 68
2021
Q2 		$507K Sell
5,823
-12
-0.2% -$939 0.28% 72
2021
Q1 		$409K Sell
5,835
-129
-2% -$8.35K 0.27% 75
2020
Q4 		$386K Buy
5,964
+211
+4% +$12.6K 0.29% 69
2020
Q3 		$343K Hold
5,753
– – 0.35% 70
2020
Q2 		$315K Hold
5,753
– – 0.36% 71
2020
Q1 		$290K Sell
5,753
-1,000
-15% -$51.6K 0.3% 68
2019
Q4 		$358K Buy
+6,753
New +$372K 0.34% 67

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

Key Financial Inc's ORCL Position: Q3 2026 in Review

Key Financial Inc increased its Oracle (ORCL) stake by 0.47% in Q3 2026, buying an estimated $9.45K and bringing the position to 14,287 shares worth $1.96M. The position accounts for 0.32% of the portfolio, ranked #57.

Key Financial Inc first reported a position in ORCL in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.09M in Q3 2025. 2,436 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Key Financial Inc held 14,287 shares of Oracle worth $1.96M as of Q3 2026.
  • Key Financial Inc bought 67 Oracle shares in Q3 2026, an estimated $9.45K.
  • Oracle made up 0.32% of Key Financial Inc's portfolio in Q3 2026, its #57 holding.
  • Key Financial Inc first reported a position in Oracle in Q4 2019 and has held it in 28 quarters since.
  • Key Financial Inc's Oracle position peaked at $4.09M in Q3 2025.
  • 2,436 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.