KWMG
ORCL icon

King Wealth Management Group’s Oracle ORCL Stock Holding History

King Wealth Management Group’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 		$2.88M Sell
19,592
-15,211
-44% -$2.47M 0.36% 43
2025
Q4 		$6.64M Sell
34,803
-1,341
-4% -$319K 0.8% 28
2025
Q3 		$10.2M Buy
36,144
+2,700
+8% +$688K 1.28% 20
2025
Q2 		$7.31M Sell
33,444
-1,190
-3% -$192K 0.99% 24
2025
Q1 		$4.84M Buy
34,634
+14,439
+71% +$2.35M 0.73% 30
2024
Q4 		$3.37M Sell
20,195
-1,414
-7% -$251K 0.49% 37
2024
Q3 		$3.68M Buy
21,609
+1,717
+9% +$249K 0.57% 33
2024
Q2 		$2.81M Buy
19,892
+5,918
+42% +$735K 0.47% 37
2024
Q1 		$1.75M Buy
13,974
+1,003
+8% +$115K 0.31% 42
2023
Q4 		$1.37M Buy
12,971
+5,053
+64% +$551K 0.26% 46
2023
Q3 		$839K Sell
7,918
-22
-0.3% -$2.55K 0.18% 59
2023
Q2 		$946K Sell
7,940
-4,009
-34% -$415K 0.19% 60
2023
Q1 		$1.11M Buy
11,949
+1,109
+10% +$97.2K 0.25% 53
2022
Q4 		$886K Sell
10,840
-6,070
-36% -$461K 0.21% 59
2022
Q3 		$1.03M Buy
16,910
+3,204
+23% +$235K 0.26% 50
2022
Q2 		$958K Buy
13,706
+9,384
+217% +$687K 0.23% 56
2022
Q1 		$358K Buy
4,322
+8
+0.2% +$648 0.07% 116
2021
Q4 		$376K Buy
4,314
+118
+3% +$11.1K 0.07% 120
2021
Q3 		$366K Buy
4,196
+123
+3% +$10.9K 0.08% 120
2021
Q2 		$317K Buy
4,073
+744
+22% +$58.2K 0.06% 137
2021
Q1 		$234K Buy
3,329
+8
+0.2% +$518 0.05% 143
2020
Q4 		$215K Sell
3,321
-427
-11% -$25.4K 0.05% 145
2020
Q3 		$224K Buy
3,748
+9
+0.2% +$511 0.06% 149
2020
Q2 		$207K Buy
+3,739
New +$198K 0.06% 144
2019
Q3 		– Sell
-5,399
Closed -$308K – 146
2019
Q2 		$308K Buy
+5,399
New +$292K 0.09% 99

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

King Wealth Management Group's ORCL Position: Q1 2026 in Review

King Wealth Management Group reduced its Oracle (ORCL) stake by 44% in Q1 2026, selling an estimated $2.47M and leaving 19,592 shares worth $2.88M. The position accounts for 0.36% of the portfolio, ranked #43.

King Wealth Management Group first reported a position in ORCL in Q2 2019 and has held it in 25 quarters since. The position peaked at $10.2M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • King Wealth Management Group held 19,592 shares of Oracle worth $2.88M as of Q1 2026.
  • King Wealth Management Group sold 15,211 Oracle shares in Q1 2026, an estimated $2.47M.
  • Oracle made up 0.36% of King Wealth Management Group's portfolio in Q1 2026, its #43 holding.
  • King Wealth Management Group first reported a position in Oracle in Q2 2019 and has held it in 25 quarters since.
  • King Wealth Management Group's Oracle position peaked at $10.2M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.