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
2020 Q3	–	Sell	-30,400	Closed	-$1K	–	692
2020 Q2	$1K	Buy	+30,400	New	+$1.61M	﹤0.01%	599
2019 Q3	–	Sell	-200	Closed	-$1K	–	475
2019 Q2	$1K	Sell	200 -4,800	-96%	-$260K	﹤0.01%	447
2019 Q1	$3K	Buy	+5,000	New	+$255K	﹤0.01%	461
2018 Q2	–	Sell	-4,200	Closed	-$1K	–	404
2018 Q1	$1K	Buy	+4,200	New	+$209K	﹤0.01%	357
2017 Q4	–	Sell	-11,600	Closed	-$1K	–	423
2017 Q3	$1K	Buy	+11,600	New	+$577K	﹤0.01%	350

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.