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Keystone Financial Group (Kentucky)’s Oracle ORCL Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.05M Buy
7,147
+220
+3% +$39.9K 0.06% 216
2026
Q1 		$1.02M Buy
6,927
+200
+3% +$32.5K 0.07% 195
2025
Q4 		$1.31M Buy
6,727
+165
+3% +$39.3K 0.1% 144
2025
Q3 		$1.85M Buy
6,562
+98
+2% +$25K 0.14% 109
2025
Q2 		$1.41M Buy
6,464
+113
+2% +$18.2K 0.13% 115
2025
Q1 		$888K Sell
6,351
-121
-2% -$19.7K 0.09% 156
2024
Q4 		$1.08M Buy
6,472
+131
+2% +$23.3K 0.11% 132
2024
Q3 		$1.08M Buy
6,341
+185
+3% +$26.8K 0.14% 117
2024
Q2 		$869K Buy
6,156
+559
+10% +$69.4K 0.31% 53
2024
Q1 		$703K Sell
5,597
-29
-0.5% -$3.32K 0.1% 141
2023
Q4 		$593K Sell
5,626
-10
-0.2% -$1.09K 0.1% 135
2023
Q3 		$597K Sell
5,636
-870
-13% -$101K 0.1% 137
2023
Q2 		$775K Buy
+6,506
New +$673K 0.13% 116
2022
Q4 		$568K Buy
6,945
+1
+0% +$76 0.11% 136
2022
Q3 		$424K Sell
6,944
-937
-12% -$68.6K 0.09% 158
2022
Q2 		$551K Sell
7,881
-20
-0.3% -$1.46K 0.11% 141
2022
Q1 		$654K Buy
7,901
+500
+7% +$40.5K 0.11% 134
2021
Q4 		$645K Hold
7,401
– – 0.11% 142
2021
Q3 		$645K Hold
7,401
– – 0.12% 139
2021
Q2 		$576K Buy
7,401
+750
+11% +$58.7K 0.1% 148
2021
Q1 		$467K Buy
6,651
+199
+3% +$12.9K 0.09% 161
2020
Q4 		$417K Buy
6,452
+235
+4% +$14K 0.09% 154
2020
Q3 		$371K Hold
6,217
– – 0.09% 158
2020
Q2 		$344K Hold
6,217
– – 0.09% 159
2020
Q1 		$300K Buy
6,217
+334
+6% +$17.2K 0.1% 152
2019
Q4 		$312K Hold
5,883
– – 0.08% 173
2019
Q3 		$324K Buy
5,883
+20
+0.3% +$1.1K 0.1% 164
2019
Q2 		$334K Sell
5,863
-750
-11% -$40.6K 0.11% 155
2019
Q1 		$355K Buy
+6,613
New +$337K 0.13% 141

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Keystone Financial Group (Kentucky)'s ORCL Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Oracle (ORCL) stake by 3.2% in Q2 2026, buying an estimated $39.9K and bringing the position to 7,147 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #216.

Keystone Financial Group (Kentucky) first reported a position in ORCL in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.85M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 7,147 shares of Oracle worth $1.05M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 220 Oracle shares in Q2 2026, an estimated $39.9K.
  • Oracle made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #216 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Oracle in Q1 2019 and has held it in 29 quarters since.
  • Keystone Financial Group (Kentucky)'s Oracle position peaked at $1.85M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.