Superior Planning, LLC’s Oracle ORCL Stock Holding History

Superior Planning, LLC’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	$238K	Buy	+1,730	New	+$244K	0.1%	146

Other funds holding ORCL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's ORCL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Oracle (ORCL) in Q3 2026: 1,730 shares worth $238K. The stake represents 0.1% of the portfolio and ranks #146 among its holdings.

2,621 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Superior Planning, LLC held 1,730 shares of Oracle worth $238K as of Q3 2026.
Oracle was a new Superior Planning, LLC position in Q3 2026.
Oracle made up 0.1% of Superior Planning, LLC's portfolio in Q3 2026, its #146 holding.
2,621 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.