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Kingsman Wealth Management’s Oracle ORCL Stock Holding History

Kingsman 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 		$390K Sell
2,664
-8
-0.3% -$1.45K 0.18% 56
2026
Q1 		$393K Sell
2,672
-1,578
-37% -$257K 0.22% 52
2025
Q4 		$828K Sell
4,250
-1,168
-22% -$278K 0.45% 36
2025
Q3 		$1.52M Buy
5,418
+2,759
+104% +$703K 0.85% 21
2025
Q2 		$581K Sell
2,659
-605
-19% -$97.7K 0.36% 34
2025
Q1 		$456K Buy
+3,264
New +$531K 0.33% 39

Other funds holding ORCL

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Kingsman Wealth Management's ORCL Position: Q2 2026 in Review

Kingsman Wealth Management reduced its Oracle (ORCL) stake by 0.3% in Q2 2026, selling an estimated $1.45K and leaving 2,664 shares worth $390K. The position accounts for 0.18% of the portfolio, ranked #56.

Kingsman Wealth Management first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.52M in Q3 2025. 1,729 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Kingsman Wealth Management held 2,664 shares of Oracle worth $390K as of Q2 2026.
  • Kingsman Wealth Management sold 8 Oracle shares in Q2 2026, an estimated $1.45K.
  • Oracle made up 0.18% of Kingsman Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Kingsman Wealth Management first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
  • Kingsman Wealth Management's Oracle position peaked at $1.52M in Q3 2025.
  • 1,729 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.