Krilogy Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.68M | Sell |
18,290
-476
| -3% | -$86.3K | 0.08% | 195 |
|
|
2026
Q1 | $3.35M | Buy |
18,766
+1,482
| +9% | +$241K | 0.11% | 155 |
|
|
2025
Q4 | $3.15M | Sell |
17,284
-124
| -0.7% | -$29.5K | 0.11% | 157 |
|
|
2025
Q3 | $4.36M | Buy |
17,408
+5,330
| +44% | +$1.36M | 0.16% | 103 |
|
|
2025
Q2 | $2.64M | Buy |
12,078
+1,952
| +19% | +$315K | 0.15% | 115 |
|
|
2025
Q1 | $1.42M | Buy |
+10,126
| New | +$1.65M | 0.09% | 152 |
|
|
2023
Q2 | – | Sell |
-4,047
| Closed | -$376K | – | 336 |
|
|
2023
Q1 | $376K | Buy |
4,047
+676
| +20% | +$59.3K | 0.03% | 306 |
|
|
2022
Q4 | $276K | Sell |
3,371
-98
| -3% | -$7.45K | 0.03% | 331 |
|
|
2022
Q3 | $212K | Buy |
3,469
+19
| +0.6% | +$1.39K | 0.03% | 292 |
|
|
2022
Q2 | $241K | Buy |
3,450
+1
| +0% | +$73 | 0.03% | 278 |
|
|
2022
Q1 | $285K | Buy |
3,449
+51
| +2% | +$4.13K | 0.03% | 256 |
|
|
2021
Q4 | $296K | Buy |
3,398
+111
| +3% | +$10.4K | 0.03% | 232 |
|
|
2021
Q3 | $286K | Sell |
3,287
-4
| -0.1% | -$353 | 0.03% | 229 |
|
|
2021
Q2 | $256K | Buy |
3,291
+80
| +2% | +$6.26K | 0.03% | 238 |
|
|
2021
Q1 | $225K | Sell |
3,211
-114
| -3% | -$7.38K | 0.02% | 246 |
|
|
2020
Q4 | $215K | Buy |
+3,325
| New | +$198K | 0.03% | 250 |
|
|
2020
Q1 | – | Sell |
-4,332
| Closed | -$230K | – | 217 |
|
|
2019
Q4 | $230K | Buy |
+4,332
| New | +$238K | 0.04% | 182 |
|
|
2018
Q4 | – | Sell |
-2,115
| Closed | -$109K | – | 504 |
|
|
2018
Q3 | $109K | Buy |
+2,115
| New | +$103K | 0.02% | 205 |
|
|
2018
Q2 | – | Sell |
-2,089
| Closed | -$96K | – | 482 |
|
|
2018
Q1 | $96K | Hold |
2,089
| – | – | 0.02% | 243 |
|
|
2017
Q4 | $99K | Buy |
2,089
+369
| +21% | +$18.1K | 0.02% | 232 |
|
|
2017
Q3 | $83K | Buy |
1,720
+38
| +2% | +$1.89K | 0.02% | 277 |
|
|
2017
Q2 | $84K | Buy |
1,682
+79
| +5% | +$3.6K | 0.02% | 240 |
|
|
2017
Q1 | $62K | Hold |
1,603
| – | – | 0.02% | 262 |
|
|
2016
Q4 | $62K | Hold |
1,603
| – | – | 0.02% | 262 |
|
|
2016
Q3 | $63K | Sell |
1,603
-29
| -2% | -$1.18K | 0.02% | 271 |
|
|
2016
Q2 | $67K | Buy |
1,632
+300
| +23% | +$12K | 0.02% | 257 |
|
|
2016
Q1 | $54K | Hold |
1,332
| – | – | 0.02% | 259 |
|
|
2015
Q4 | $49K | Sell |
1,332
-519
| -28% | -$19.8K | 0.05% | 136 |
|
|
2015
Q3 | $67K | Buy |
+1,851
| New | +$71.2K | 0.03% | 170 |
|
Other funds holding ORCL
Krilogy Financial's ORCL Position: Q2 2026 in Review
Krilogy Financial reduced its Oracle (ORCL) stake by 2.5% in Q2 2026, selling an estimated $86.3K and leaving 18,290 shares worth $2.68M. The position accounts for 0.08% of the portfolio, ranked #195.
Krilogy Financial first reported a position in ORCL in Q3 2015 and has held it in 29 quarters since. The position peaked at $4.36M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Krilogy Financial held 18,290 shares of Oracle worth $2.68M as of Q2 2026.
- Krilogy Financial sold 476 Oracle shares in Q2 2026, an estimated $86.3K.
- Oracle made up 0.08% of Krilogy Financial's portfolio in Q2 2026, its #195 holding.
- Krilogy Financial first reported a position in Oracle in Q3 2015 and has held it in 29 quarters since.
- Krilogy Financial's Oracle position peaked at $4.36M in Q3 2025.
- 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.