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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
Q2 		$508K Buy
3,469
+82
+2% +$14.9K 0.13% 71
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keystone Financial Services (Colorado)'s ORCL Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its Oracle (ORCL) stake by 2.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 3,469 shares worth $508K. The position accounts for 0.13% of the portfolio, ranked #71.

Keystone Financial Services (Colorado) first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.09M in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Keystone Financial Services (Colorado) held 3,469 shares of Oracle worth $508K as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 82 Oracle shares in Q2 2026, an estimated $14.9K.
  • Oracle made up 0.13% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #71 holding.
  • Keystone Financial Services (Colorado) first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Keystone Financial Services (Colorado)'s Oracle position peaked at $2.09M in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.