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Asset Planning Inc’s Oracle ORCL Stock Holding History

Asset Planning Inc’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 		$17K Sell
116
-691
-86% -$125K 0.01% 222
2026
Q1 		$119K Buy
807
+1
+0.1% +$163 0.08% 105
2025
Q4 		$157K Hold
806
– – 0.11% 89
2025
Q3 		$227K Buy
806
+50
+7% +$12.7K 0.16% 79
2025
Q2 		$165K Buy
756
+1
+0.1% +$161 0.12% 91
2025
Q1 		$106K Buy
755
+50
+7% +$8.14K 0.08% 99
2024
Q4 		$118K Buy
+705
New +$125K 0.09% 94

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

Asset Planning Inc's ORCL Position: Q2 2026 in Review

Asset Planning Inc reduced its Oracle (ORCL) stake by 86% in Q2 2026, selling an estimated $125K and leaving 116 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #222.

Asset Planning Inc first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $227K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Asset Planning Inc held 116 shares of Oracle worth $17K as of Q2 2026.
  • Asset Planning Inc sold 691 Oracle shares in Q2 2026, an estimated $125K.
  • Oracle made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #222 holding.
  • Asset Planning Inc first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Oracle position peaked at $227K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.