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
Q2 		$278K Buy
1,895
+772
+69% +$140K 0.14% 45
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 $3.38T AUM 44.17% 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

Capital & Planning LLC's ORCL Position: Q2 2026 in Review

Capital & Planning LLC increased its Oracle (ORCL) stake by 69% in Q2 2026, buying an estimated $140K and bringing the position to 1,895 shares worth $278K. The position accounts for 0.14% of the portfolio, ranked #45.

Capital & Planning LLC first reported a position in ORCL in Q4 2024 and has held it in 4 quarters since. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Capital & Planning LLC held 1,895 shares of Oracle worth $278K as of Q2 2026.
  • Capital & Planning LLC bought 772 Oracle shares in Q2 2026, an estimated $140K.
  • Oracle made up 0.14% of Capital & Planning LLC's portfolio in Q2 2026, its #45 holding.
  • Capital & Planning LLC first reported a position in Oracle in Q4 2024 and has held it in 4 quarters since.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.