Keyvantage Wealth’s Oracle ORCL Stock Holding History

Keyvantage Wealth’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	-1,690	Closed	-$329K	–	101
2025 Q4	$329K	Sell	1,690 -573	-25%	-$136K	0.14%	72
2025 Q3	$636K	Buy	2,263 +630	+39%	+$160K	0.27%	52
2025 Q2	$357K	Buy	1,633 +25	+2%	+$4.04K	0.16%	71
2025 Q1	$225K	Sell	1,608 -484	-23%	-$78.8K	0.11%	87
2024 Q4	$349K	Buy	+2,092	New	+$372K	0.25%	65

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keyvantage Wealth's ORCL Position: Q1 2026 in Review

Keyvantage Wealth sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,690 shares — an estimated $329K sold.

Keyvantage Wealth first reported a position in ORCL in Q4 2024 and held it in 5 quarters. The position peaked at $636K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Keyvantage Wealth reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Keyvantage Wealth sold 1,690 Oracle shares in Q1 2026, an estimated $329K.
Keyvantage Wealth first reported a position in Oracle in Q4 2024 and held it in 5 quarters.
Keyvantage Wealth's Oracle position peaked at $636K in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.