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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
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 $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

Asset Planning Inc's ORCL Position: Q1 2026 in Review

Asset Planning Inc increased its Oracle (ORCL) stake by 0.12% in Q1 2026, buying an estimated $163 and bringing the position to 807 shares worth $119K. The position accounts for 0.08% of the portfolio, ranked #105.

Asset Planning Inc first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $227K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Asset Planning Inc held 807 shares of Oracle worth $119K as of Q1 2026.
  • Asset Planning Inc bought 1 Oracle share in Q1 2026, an estimated $163.
  • Oracle made up 0.08% of Asset Planning Inc's portfolio in Q1 2026, its #105 holding.
  • Asset Planning Inc first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Oracle position peaked at $227K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.