CPP
ORCL icon

Capasso Planning Partners’s Oracle ORCL Stock Holding History

Capasso Planning Partners’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
2025
Q3 		– Sell
-1,384
Closed -$303K – 79
2025
Q2 		$303K Sell
1,384
-651
-32% -$105K 0.17% 66
2025
Q1 		$285K Buy
+2,035
New +$331K 0.12% 88
2024
Q4 		– Sell
-1,213
Closed -$207K – 134
2024
Q3 		$207K Buy
+1,213
New +$176K 0.06% 144

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capasso Planning Partners's ORCL Position: Q3 2025 in Review

Capasso Planning Partners sold out of Oracle (ORCL) in Q3 2025, closing a stake of 1,384 shares — an estimated $303K sold.

Capasso Planning Partners first reported a position in ORCL in Q3 2024 and held it in 3 quarters. The position peaked at $303K in Q2 2025. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Capasso Planning Partners reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 1,384 Oracle shares in Q3 2025, an estimated $303K.
  • Capasso Planning Partners first reported a position in Oracle in Q3 2024 and held it in 3 quarters.
  • Capasso Planning Partners's Oracle position peaked at $303K in Q2 2025.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Capasso Planning Partners's 13F filing for Q3 2025, filed 12 Nov 2025.