CPL
ORCL icon

Capital & Planning LLC’s Oracle ORCL Stock Holding History

Capital & 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
Q1 		$165K Buy
+1,123
New +$183K 0.1% 44
2025
Q4 		– Sell
-854
Closed -$240K – 27
2025
Q3 		$240K Buy
+854
New +$217K 0.15% 37
2025
Q1 		– Sell
-303
Closed -$50.6K – 133
2024
Q4 		$50.6K Buy
+303
New +$53.8K 0.04% 49

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital & Planning LLC's ORCL Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Oracle (ORCL) in Q1 2026: 1,123 shares worth $165K. The stake represents 0.1% of the portfolio and ranks #44 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in ORCL as recently as Q3 2025.

Capital & Planning LLC first reported a position in ORCL in Q4 2024 and has held it in 3 quarters since. The position peaked at $240K in Q3 2025. 3,494 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Capital & Planning LLC held 1,123 shares of Oracle worth $165K as of Q1 2026.
  • Oracle was a new Capital & Planning LLC position in Q1 2026.
  • Oracle made up 0.1% of Capital & Planning LLC's portfolio in Q1 2026, its #44 holding.
  • Capital & Planning LLC first reported a position in Oracle in Q4 2024 and has held it in 3 quarters since.
  • Capital & Planning LLC's Oracle position peaked at $240K in Q3 2025.
  • 3,494 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.