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KMG Fiduciary Partners’s Oracle ORCL Stock Holding History

KMG Fiduciary Partners’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
Q3 		$8.89M Sell
64,724
-626
-1% -$88.3K 0.87% 31
2026
Q2 		$9.58M Buy
65,350
+2,281
+4% +$413K 0.89% 32
2026
Q1 		$9.28M Sell
63,069
-1,493
-2% -$243K 0.69% 40
2025
Q4 		$12.6M Sell
64,562
-8,655
-12% -$2.06M 0.89% 22
2025
Q3 		$20.6M Buy
73,217
+611
+0.8% +$156K 1.38% 12
2025
Q2 		$15.9M Buy
72,606
+698
+1% +$113K 1.18% 14
2025
Q1 		$10.1M Sell
71,908
-8,495
-11% -$1.38M 0.84% 29
2024
Q4 		$13.4M Sell
80,403
-507
-0.6% -$90.1K 1.11% 18
2024
Q3 		$13.8M Buy
80,910
+2,559
+3% +$371K 1.19% 17
2024
Q2 		$11.1M Buy
78,351
+1,450
+2% +$180K 1.09% 19
2024
Q1 		$9.66M Buy
76,901
+6,647
+9% +$761K 1% 27
2023
Q4 		$7.41M Buy
70,254
+4,672
+7% +$510K 0.86% 29
2023
Q3 		$6.95M Buy
65,582
+3,315
+5% +$384K 0.92% 26
2023
Q2 		$7.42M Buy
62,267
+1,763
+3% +$182K 0.96% 25
2023
Q1 		$5.62M Sell
60,504
-3,081
-5% -$270K 0.81% 32
2022
Q4 		$5.2M Buy
63,585
+822
+1% +$62.5K 0.85% 30
2022
Q3 		$3.83M Buy
62,763
+24,038
+62% +$1.76M 0.74% 41
2022
Q2 		$2.71M Buy
38,725
+18,857
+95% +$1.38M 0.5% 52
2022
Q1 		$1.64M Sell
19,868
-8,636
-30% -$699K 0.26% 88
2021
Q4 		$2.49M Buy
28,504
+653
+2% +$61.3K 0.38% 67
2021
Q3 		$2.43M Buy
27,851
+13,402
+93% +$1.18M 0.41% 57
2021
Q2 		$1.13M Buy
14,449
+5,610
+63% +$439K 0.2% 96
2021
Q1 		$620K Buy
8,839
+704
+9% +$45.6K 0.12% 120
2020
Q4 		$512K Buy
8,135
+100
+1% +$5.95K 0.11% 120
2020
Q3 		$480K Buy
8,035
+170
+2% +$9.66K 0.12% 113
2020
Q2 		$435K Sell
7,865
-340
-4% -$18K 0.12% 98
2020
Q1 		$397K Buy
8,205
+1,122
+16% +$57.9K 0.13% 97
2019
Q4 		$375K Hold
7,083
– – 0.11% 96
2019
Q3 		$390K Sell
7,083
-35
-0.5% -$1.93K 0.13% 87
2019
Q2 		$406K Hold
7,118
– – 0.15% 81
2019
Q1 		$382K Hold
7,118
– – 0.15% 85
2018
Q4 		$321K Buy
+7,118
New +$341K 0.15% 79

Other funds holding ORCL

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

KMG Fiduciary Partners's ORCL Position: Q3 2026 in Review

KMG Fiduciary Partners reduced its Oracle (ORCL) stake by 0.96% in Q3 2026, selling an estimated $88.3K and leaving 64,724 shares worth $8.89M. The position accounts for 0.87% of the portfolio, ranked #31.

KMG Fiduciary Partners first reported a position in ORCL in Q4 2018 and has held it in 32 quarters since. The position peaked at $20.6M in Q3 2025. 407 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • KMG Fiduciary Partners held 64,724 shares of Oracle worth $8.89M as of Q3 2026.
  • KMG Fiduciary Partners sold 626 Oracle shares in Q3 2026, an estimated $88.3K.
  • Oracle made up 0.87% of KMG Fiduciary Partners's portfolio in Q3 2026, its #31 holding.
  • KMG Fiduciary Partners first reported a position in Oracle in Q4 2018 and has held it in 32 quarters since.
  • KMG Fiduciary Partners's Oracle position peaked at $20.6M in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.