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Keystone Wealth Services’s Oracle ORCL Stock Holding History

Keystone Wealth Services’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 		$500K Buy
3,400
+1,374
+68% +$223K 0.11% 188
2025
Q4 		$395K Sell
2,026
-18
-0.9% -$4.29K 0.08% 177
2025
Q3 		$575K Buy
2,044
+40
+2% +$10.2K 0.13% 167
2025
Q2 		$438K Buy
2,004
+4
+0.2% +$646 0.11% 187
2025
Q1 		$280K Buy
2,000
+112
+6% +$18.2K 0.08% 217
2024
Q4 		$315K Sell
1,888
-155
-8% -$27.5K 0.08% 204
2024
Q3 		$348K Buy
2,043
+160
+8% +$23.2K 0.1% 185
2024
Q2 		$266K Buy
1,883
+92
+5% +$11.4K 0.08% 191
2024
Q1 		$225K Sell
1,791
-1,365
-43% -$156K 0.07% 202
2023
Q4 		$333K Sell
3,156
-79
-2% -$8.62K 0.11% 159
2023
Q3 		$343K Buy
3,235
+201
+7% +$23.3K 0.13% 148
2023
Q2 		$361K Buy
3,034
+182
+6% +$18.8K 0.14% 142
2023
Q1 		$265K Buy
2,852
+30
+1% +$2.63K 0.11% 162
2022
Q4 		$231K Buy
+2,822
New +$214K 0.1% 165
2022
Q2 		– Sell
-2,515
Closed -$208K – 182
2022
Q1 		$208K Buy
2,515
+3
+0.1% +$243 0.08% 168
2021
Q4 		$219K Buy
+2,512
New +$236K 0.09% 160

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 Wealth Services's ORCL Position: Q1 2026 in Review

Keystone Wealth Services increased its Oracle (ORCL) stake by 68% in Q1 2026, buying an estimated $223K and bringing the position to 3,400 shares worth $500K. The position accounts for 0.11% of the portfolio, ranked #188.

Keystone Wealth Services first reported a position in ORCL in Q4 2021 and has held it in 16 quarters since. The position peaked at $575K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Keystone Wealth Services held 3,400 shares of Oracle worth $500K as of Q1 2026.
  • Keystone Wealth Services bought 1,374 Oracle shares in Q1 2026, an estimated $223K.
  • Oracle made up 0.11% of Keystone Wealth Services's portfolio in Q1 2026, its #188 holding.
  • Keystone Wealth Services first reported a position in Oracle in Q4 2021 and has held it in 16 quarters since.
  • Keystone Wealth Services's Oracle position peaked at $575K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.