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Keyes Stange & Wooten Wealth Management’s Oracle ORCL Stock Holding History

Keyes Stange & Wooten 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
Q1 		– Sell
-1,260
Closed -$246K – 74
2025
Q4 		$246K Buy
+1,260
New +$300K 0.12% 61

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's ORCL Position: Q1 2026 in Review

Keyes Stange & Wooten Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,260 shares — an estimated $246K sold.

Keyes Stange & Wooten Wealth Management first reported a position in ORCL in Q4 2025 and held it in 1 quarter. The position peaked at $246K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Keyes Stange & Wooten Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 1,260 Oracle shares in Q1 2026, an estimated $246K.
  • Keyes Stange & Wooten Wealth Management first reported a position in Oracle in Q4 2025 and held it in 1 quarter.
  • Keyes Stange & Wooten Wealth Management's Oracle position peaked at $246K in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.