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PKS Advisory Services’s Oracle ORCL Stock Holding History

PKS Advisory Services’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
Q1 		$482K Sell
3,248
-79
-2% -$12.8K 0.11% 163
2025
Q4 		$648K Buy
3,327
+959
+40% +$228K 0.15% 134
2025
Q3 		$666K Buy
2,368
+157
+7% +$40K 0.14% 130
2025
Q2 		$483K Buy
2,211
+42
+2% +$6.78K 0.12% 159
2025
Q1 		$305K Buy
2,169
+24
+1% +$3.91K 0.08% 182
2024
Q4 		$357K Buy
+2,145
New +$381K 0.09% 168

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

PKS Advisory Services's ORCL Position: Q1 2026 in Review

PKS Advisory Services reduced its Oracle (ORCL) stake by 2.4% in Q1 2026, selling an estimated $12.8K and leaving 3,248 shares worth $482K. The position accounts for 0.11% of the portfolio, ranked #163.

PKS Advisory Services first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $666K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • PKS Advisory Services held 3,248 shares of Oracle worth $482K as of Q1 2026.
  • PKS Advisory Services sold 79 Oracle shares in Q1 2026, an estimated $12.8K.
  • Oracle made up 0.11% of PKS Advisory Services's portfolio in Q1 2026, its #163 holding.
  • PKS Advisory Services first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's Oracle position peaked at $666K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.