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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
2018
Q1 		– Sell
-2,400
Closed -$6K – 407
2017
Q4 		$6K Buy
+2,400
New +$118K ﹤0.01% 334

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.