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
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 $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

Kiley Juergens Wealth Management's ORCL Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Oracle (ORCL) in Q1 2026: 8,619 shares worth $1.27M. The stake represents 0.22% of the portfolio and ranks #80 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in ORCL as recently as Q3 2025.

Kiley Juergens Wealth Management first reported a position in ORCL in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.12M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Kiley Juergens Wealth Management held 8,619 shares of Oracle worth $1.27M as of Q1 2026.
  • Oracle was a new Kiley Juergens Wealth Management position in Q1 2026.
  • Oracle made up 0.22% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Kiley Juergens Wealth Management first reported a position in Oracle in Q4 2017 and has held it in 19 quarters since.
  • Kiley Juergens Wealth Management's Oracle position peaked at $3.12M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.