Capital Planning’s Oracle ORCL Stock Holding History

Capital Planning’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 Q3	$2.2M	Sell	16,010 -13	-0.1%	-$1.83K	0.58%	31
2026 Q2	$2.35M	Hold	16,023	–	–	0.68%	31
2026 Q1	$2.36M	Hold	16,023	–	–	0.77%	28
2025 Q4	$3.14M	Buy	16,023 +421	+3%	+$100K	0.88%	29
2025 Q3	$4.39M	Hold	15,602	–	–	1.28%	25
2025 Q2	$3.41M	Hold	15,602	–	–	1.07%	26
2025 Q1	$2.18M	Sell	15,602 -125	-0.8%	-$20.4K	0.61%	35
2024 Q4	$2.62M	Buy	15,727 +81	+0.5%	+$14.4K	0.69%	34
2024 Q3	$2.67M	Buy	15,646 +44	+0.3%	+$6.37K	0.75%	30
2024 Q2	$2.2M	Hold	15,602	–	–	0.66%	31
2024 Q1	$1.96M	Hold	15,602	–	–	0.64%	33
2023 Q4	$1.64M	Hold	15,602	–	–	0.59%	36
2023 Q3	$1.65M	Hold	15,602	–	–	0.65%	33
2023 Q2	$1.86M	Hold	15,602	–	–	0.72%	30
2023 Q1	$1.45M	Hold	15,602	–	–	0.6%	34
2022 Q4	$1.28M	Hold	15,602	–	–	0.57%	35
2022 Q3	$953K	Hold	15,602	–	–	0.54%	28
2022 Q2	$1.09M	Hold	15,602	–	–	0.59%	32
2022 Q1	$1.29M	Hold	15,602	–	–	0.5%	33
2021 Q4	$1.36M	Hold	15,602	–	–	0.5%	34
2021 Q3	$1.36M	Hold	15,602	–	–	0.55%	31
2021 Q2	$1.21M	Hold	15,602	–	–	0.52%	35
2021 Q1	$1.1M	Hold	15,602	–	–	0.48%	36
2020 Q4	$1.01M	Buy	+15,602	New	+$929K	0.47%	36

Other funds holding ORCL

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Capital Planning's ORCL Position: Q3 2026 in Review

Capital Planning reduced its Oracle (ORCL) stake by 0.08% in Q3 2026, selling an estimated $1.83K and leaving 16,010 shares worth $2.2M. The position accounts for 0.58% of the portfolio, ranked #31.

Capital Planning first reported a position in ORCL in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.39M in Q3 2025. 1,436 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Capital Planning held 16,010 shares of Oracle worth $2.2M as of Q3 2026.
Capital Planning sold 13 Oracle shares in Q3 2026, an estimated $1.83K.
Oracle made up 0.58% of Capital Planning's portfolio in Q3 2026, its #31 holding.
Capital Planning first reported a position in Oracle in Q4 2020 and has held it in 24 quarters since.
Capital Planning's Oracle position peaked at $4.39M in Q3 2025.
1,436 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.