KIG
ORCL icon

Kowal Investment Group’s Oracle ORCL Stock Holding History

Kowal Investment Group’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
2024
Q3 		$844K Buy
4,954
+587
+13% +$85K 0.16% 87
2024
Q2 		$617K Buy
4,367
+100
+2% +$12.4K 0.12% 89
2024
Q1 		$536K Buy
4,267
+895
+27% +$102K 0.12% 97
2023
Q4 		$356K Buy
3,372
+1,017
+43% +$111K 0.08% 112
2023
Q3 		$249K Sell
2,355
-393
-14% -$45.5K 0.07% 128
2023
Q2 		$327K Buy
2,748
+191
+7% +$19.7K 0.09% 114
2023
Q1 		$238K Sell
2,557
-128
-5% -$11.2K 0.07% 140
2022
Q4 		$219K Buy
+2,685
New +$204K 0.07% 145
2021
Q4 		– Sell
-863
Closed -$75K – 673
2021
Q3 		$75K Buy
+863
New +$76.2K 0.02% 190

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kowal Investment Group's ORCL Position: Q3 2024 in Review

Kowal Investment Group increased its Oracle (ORCL) stake by 13% in Q3 2024, buying an estimated $85K and bringing the position to 4,954 shares worth $844K. The position accounts for 0.16% of the portfolio, ranked #87.

Kowal Investment Group first reported a position in ORCL in Q3 2021 and has held it in 9 quarters since. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Kowal Investment Group held 4,954 shares of Oracle worth $844K as of Q3 2024.
  • Kowal Investment Group bought 587 Oracle shares in Q3 2024, an estimated $85K.
  • Oracle made up 0.16% of Kowal Investment Group's portfolio in Q3 2024, its #87 holding.
  • Kowal Investment Group first reported a position in Oracle in Q3 2021 and has held it in 9 quarters since.
  • 3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.