KJWM
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Kiley Juergens Wealth Management’s Oracle ORCL Stock Holding History

Kiley Juergens Wealth Management’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 		$1.28M Buy
8,731
+112
+1% +$20.3K 0.2% 84
2026
Q1 		$1.27M Buy
+8,619
New +$1.4M 0.22% 80
2025
Q4 		– Sell
-11,084
Closed -$3.12M – 77
2025
Q3 		$3.12M Sell
11,084
-153
-1% -$39K 0.69% 33
2025
Q2 		$2.46M Sell
11,237
-55
-0.5% -$8.88K 0.57% 37
2025
Q1 		$1.58M Sell
11,292
-17
-0.2% -$2.77K 0.42% 39
2024
Q4 		$1.88M Sell
11,309
-50
-0.4% -$8.88K 0.47% 37
2024
Q3 		$1.94M Sell
11,359
-2
-0% -$290 0.5% 39
2024
Q2 		$1.6M Buy
11,361
+154
+1% +$19.1K 0.45% 38
2024
Q1 		$1.41M Sell
11,207
-457
-4% -$52.3K 0.44% 37
2023
Q4 		$1.23M Sell
11,664
-4,654
-29% -$508K 0.41% 36
2023
Q3 		$1.73M Buy
16,318
+165
+1% +$19.1K 0.62% 33
2023
Q2 		$1.92M Sell
16,153
-405
-2% -$41.9K 0.66% 34
2023
Q1 		$1.54M Sell
16,558
-49
-0.3% -$4.3K 0.58% 35
2022
Q4 		$1.36M Sell
16,607
-878
-5% -$66.7K 0.57% 38
2022
Q3 		$1.07M Buy
17,485
+62
+0.4% +$4.54K 0.5% 39
2022
Q2 		$1.22M Buy
+17,423
New +$1.28M 0.58% 36
2022
Q1 		– Sell
-14,725
Closed -$1.28M – 68
2021
Q4 		$1.28M Buy
+14,725
New +$1.38M 0.49% 36
2018
Q4 		– Sell
-2,747
Closed -$141K – 457
2018
Q3 		$141K Buy
2,747
+1,140
+71% +$55.4K 0.11% 128
2018
Q2 		$70K Buy
+1,607
New +$74K 0.06% 167
2018
Q1 		– Sell
-1,020
Closed -$48K – 439
2017
Q4 		$48K Buy
+1,020
New +$50K 0.04% 207

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

Kiley Juergens Wealth Management's ORCL Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Oracle (ORCL) stake by 1.3% in Q2 2026, buying an estimated $20.3K and bringing the position to 8,731 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #84.

Kiley Juergens Wealth Management first reported a position in ORCL in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.12M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Kiley Juergens Wealth Management held 8,731 shares of Oracle worth $1.28M as of Q2 2026.
  • Kiley Juergens Wealth Management bought 112 Oracle shares in Q2 2026, an estimated $20.3K.
  • Oracle made up 0.2% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Kiley Juergens Wealth Management first reported a position in Oracle in Q4 2017 and has held it in 20 quarters since.
  • Kiley Juergens Wealth Management's Oracle position peaked at $3.12M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.