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Action Point Financial Planning’s Oracle ORCL Stock Holding History

Action Point Financial Planning’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
Q2 		$201K Buy
+1,380
New +$250K 0.02% 434

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's ORCL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Oracle (ORCL) in Q2 2026: 1,380 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #434 among its holdings.

3,503 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Action Point Financial Planning held 1,380 shares of Oracle worth $201K as of Q2 2026.
  • Oracle was a new Action Point Financial Planning position in Q2 2026.
  • Oracle made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #434 holding.
  • 3,503 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.