Kingswood Wealth Advisors’s Oracle ORCL Stock Holding History

Kingswood Wealth Advisors’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 Q2	$4.34M	Sell	29,634 -1,263	-4%	-$229K	0.18%	136
2026 Q1	$4.55M	Buy	30,897 +1,377	+5%	+$224K	0.22%	108
2025 Q4	$5.75M	Buy	29,520 +10,671	+57%	+$2.54M	0.28%	89
2025 Q3	$5.3M	Buy	18,849 +1,806	+11%	+$460K	0.32%	69
2025 Q2	$3.73M	Sell	17,043 -1,975	-10%	-$319K	0.29%	73
2025 Q1	$2.66M	Buy	19,018 +99	+0.5%	+$16.1K	0.24%	97
2024 Q4	$3.15M	Sell	18,919 -587	-3%	-$104K	0.24%	93
2024 Q3	$3.32M	Buy	19,506 +3,335	+21%	+$483K	0.24%	100
2024 Q2	$2.28M	Buy	16,171 +3,985	+33%	+$495K	0.21%	107
2024 Q1	$1.53M	Sell	12,186 -370	-3%	-$42.3K	0.18%	142
2023 Q4	$1.32M	Buy	12,556 +7,841	+166%	+$856K	0.15%	154
2023 Q3	$971K	Sell	4,715 -4,107	-47%	-$475K	0.17%	146
2023 Q2	$1.05M	Buy	+8,822	New	+$912K	0.33%	77

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kingswood Wealth Advisors's ORCL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Oracle (ORCL) stake by 4.1% in Q2 2026, selling an estimated $229K and leaving 29,634 shares worth $4.34M. The position accounts for 0.18% of the portfolio, ranked #136.

Kingswood Wealth Advisors first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.75M in Q4 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Kingswood Wealth Advisors held 29,634 shares of Oracle worth $4.34M as of Q2 2026.
Kingswood Wealth Advisors sold 1,263 Oracle shares in Q2 2026, an estimated $229K.
Oracle made up 0.18% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Kingswood Wealth Advisors first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Oracle position peaked at $5.75M in Q4 2025.
1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.