ORCL — ORACLE CORP

Ownership history in KMG FIDUCIARY PARTNERS, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which KMG FIDUCIARY PARTNERS, LLC reported a position in ORACLE CORP (ORCL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.38% (2025 Q3)
Avg. % of fund
0.6%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 64,562 -8,655 -11.8% 0.89% $12.6M $194.40
2025 Q3 ADDED 73,217 +611 +0.8% 1.38% $20.6M $280.01
2025 Q2 ADDED 72,606 +698 +1.0% 1.18% $15.9M $217.21
2025 Q1 REDUCED 71,908 -8,495 -10.6% 0.84% $10.1M $138.41
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ORCL price (monthly, adj. close)

Other funds also holding ORCL

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 48.54% ShankerValleau Wealth Advisors, Inc. 3Y 17.21% M37 Management LP 13.39% Broad Peak Investment Advisers Pte Ltd 12.13% Fairbanks Capital Management, Inc. 3Y 7Y 10.43% Deuterium Capital Management, LLC 3Y 10.18% JONES ROAD CAPITAL MANAGEMENT, L.P. 3Y 9.45% Valliance Asset Management Ltd 3Y 9.32% BRIGADE CAPITAL MANAGEMENT, LP 3Y 7Y 8.24% CALEDONIA INVESTMENTS PLC 3Y 7Y 8.06%
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