KWM
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Kingsview Wealth Management’s Oracle ORCL Stock Holding History

Kingsview 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 		$22.6M Sell
153,770
-7,690
-5% -$1.25M 0.31% 57
2025
Q4 		$31.5M Sell
161,460
-172,961
-52% -$41.2M 0.45% 46
2025
Q3 		$94.1M Sell
334,421
-45,227
-12% -$11.5M 1.44% 11
2025
Q2 		$83M Sell
379,648
-848
-0.2% -$137K 1.41% 11
2025
Q1 		$53.2M Buy
380,496
+49,829
+15% +$8.11M 1% 18
2024
Q4 		$55.1M Sell
330,667
-14,034
-4% -$2.49M 1.07% 15
2024
Q3 		$58.7M Buy
344,701
+13,782
+4% +$2M 1.24% 11
2024
Q2 		$46.7M Buy
330,919
+22,805
+7% +$2.83M 1.1% 14
2024
Q1 		$38.7M Buy
308,114
+33,505
+12% +$3.83M 0.97% 18
2023
Q4 		$29M Buy
274,609
+44,784
+19% +$4.89M 0.86% 17
2023
Q3 		$24.3M Buy
229,825
+76,714
+50% +$8.88M 0.87% 17
2023
Q2 		$18.2M Buy
153,111
+23,454
+18% +$2.42M 0.72% 25
2023
Q1 		$12M Sell
129,657
-8,128
-6% -$713K 0.51% 40
2022
Q4 		$11.3M Buy
137,785
+11,670
+9% +$887K 0.49% 42
2022
Q3 		$7.7M Buy
126,115
+6,996
+6% +$512K 0.37% 62
2022
Q2 		$8.32M Sell
119,119
-1,426
-1% -$104K 0.4% 57
2022
Q1 		$9.97M Buy
120,545
+1,477
+1% +$120K 0.44% 49
2021
Q4 		$10.4M Sell
119,068
-172
-0.1% -$16.1K 0.43% 47
2021
Q3 		$10.4M Buy
119,240
+112
+0.1% +$9.89K 0.49% 36
2021
Q2 		$9.47M Buy
119,128
+5,687
+5% +$445K 0.47% 38
2021
Q1 		$8.15M Buy
113,441
+22,617
+25% +$1.46M 0.46% 42
2020
Q4 		$5.88M Buy
90,824
+232
+0.3% +$13.8K 0.43% 50
2020
Q3 		$5.41M Sell
90,592
-6,500
-7% -$369K 0.48% 43
2020
Q2 		$5.37M Buy
97,092
+1,102
+1% +$58.4K 0.54% 39
2020
Q1 		$4.64M Buy
95,990
+5,602
+6% +$289K 0.63% 33
2019
Q4 		$4.79M Buy
90,388
+941
+1% +$51.8K 0.6% 40
2019
Q3 		$4.92M Sell
89,447
-336
-0.4% -$18.6K 0.77% 28
2019
Q2 		$5.12M Sell
89,783
-41,762
-32% -$2.26M 0.86% 21
2019
Q1 		$7.07M Buy
131,545
+124,110
+1,669% +$6.32M 1.07% 12
2018
Q4 		$336K Buy
7,435
+203
+3% +$9.73K 0.07% 269
2018
Q3 		$373K Buy
7,232
+1,891
+35% +$91.9K 0.08% 261
2018
Q2 		$235K Buy
5,341
+980
+22% +$45.2K 0.06% 288
2018
Q1 		$200K Sell
4,361
-1,889
-30% -$93.9K 0.05% 297
2017
Q4 		$296K Sell
6,250
-44
-0.7% -$2.16K 0.11% 244
2017
Q3 		$304K Buy
6,294
+1,346
+27% +$67K 0.13% 208
2017
Q2 		$248K Buy
4,948
+152
+3% +$6.93K 0.13% 211
2017
Q1 		$214K Buy
+4,796
New +$200K 0.13% 213

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

Kingsview Wealth Management's ORCL Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Oracle (ORCL) stake by 4.8% in Q1 2026, selling an estimated $1.25M and leaving 153,770 shares worth $22.6M. The position accounts for 0.31% of the portfolio, ranked #57.

Kingsview Wealth Management first reported a position in ORCL in Q1 2017 and has held it in 37 quarters since. The position peaked at $94.1M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Kingsview Wealth Management held 153,770 shares of Oracle worth $22.6M as of Q1 2026.
  • Kingsview Wealth Management sold 7,690 Oracle shares in Q1 2026, an estimated $1.25M.
  • Oracle made up 0.31% of Kingsview Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Kingsview Wealth Management first reported a position in Oracle in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Oracle position peaked at $94.1M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.