KWM
ORCL icon

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 $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.