Kingsview Wealth Management’s Oracle ORCL Stock Holding History

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

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

Kingsview Wealth Management reduced its Oracle (ORCL) stake by 1.2% in Q2 2026, selling an estimated $324K and leaving 151,984 shares worth $22.3M. The position accounts for 0.27% of the portfolio, ranked #62.

Kingsview Wealth Management first reported a position in ORCL in Q1 2017 and has held it in 38 quarters since. The position peaked at $94.1M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Kingsview Wealth Management held 151,984 shares of Oracle worth $22.3M as of Q2 2026.
  • Kingsview Wealth Management sold 1,786 Oracle shares in Q2 2026, an estimated $324K.
  • Oracle made up 0.27% of Kingsview Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Kingsview Wealth Management first reported a position in Oracle in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's Oracle position peaked at $94.1M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.