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Keystone Financial Services (Colorado)’s Oracle ORCL Stock Holding History

Keystone Financial Services (Colorado)’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 		$498K Sell
3,387
-749
-18% -$122K 0.15% 67
2025
Q4 		$806K Sell
4,136
-3,297
-44% -$785K 0.24% 51
2025
Q3 		$2.09M Buy
7,433
+94
+1% +$23.9K 0.65% 25
2025
Q2 		$1.6M Sell
7,339
-4,266
-37% -$689K 0.55% 28
2025
Q1 		$1.62M Sell
11,605
-317
-3% -$51.6K 0.62% 23
2024
Q4 		$1.99M Buy
11,922
+155
+1% +$27.5K 0.76% 20
2024
Q3 		$2.01M Buy
11,767
+790
+7% +$114K 0.78% 18
2024
Q2 		$1.55M Buy
10,977
+943
+9% +$117K 0.64% 21
2024
Q1 		$1.26M Sell
10,034
-10
-0.1% -$1.15K 0.55% 25
2023
Q4 		$1.06M Buy
10,044
+133
+1% +$14.5K 0.5% 26
2023
Q3 		$1.05M Sell
9,911
-2,023
-17% -$234K 0.56% 24
2023
Q2 		$1.42M Sell
11,934
-208
-2% -$21.5K 0.73% 16
2023
Q1 		$1.13M Buy
12,142
+70
+0.6% +$6.14K 0.6% 17
2022
Q4 		$1.07M Buy
12,072
+271
+2% +$20.6K 0.57% 20
2022
Q3 		$888K Buy
11,801
+1,457
+14% +$107K 0.52% 22
2022
Q2 		$789K Buy
10,344
+536
+5% +$39.2K 0.43% 25
2022
Q1 		$702K Buy
9,808
+996
+11% +$80.7K 0.4% 31
2021
Q4 		$768K Buy
+8,812
New +$827K 0.39% 33

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

Keystone Financial Services (Colorado)'s ORCL Position: Q1 2026 in Review

Keystone Financial Services (Colorado) reduced its Oracle (ORCL) stake by 18% in Q1 2026, selling an estimated $122K and leaving 3,387 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #67.

Keystone Financial Services (Colorado) first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.09M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Keystone Financial Services (Colorado) held 3,387 shares of Oracle worth $498K as of Q1 2026.
  • Keystone Financial Services (Colorado) sold 749 Oracle shares in Q1 2026, an estimated $122K.
  • Oracle made up 0.15% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #67 holding.
  • Keystone Financial Services (Colorado) first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s Oracle position peaked at $2.09M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.