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 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	$1.09M	Hold	15,602	–	–	0.48%	36
2020 Q4	$1.01M	Buy	+15,602	New	+$929K	0.47%	36

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Planning's ORCL Position: Q2 2026 in Review

Capital Planning held its Oracle (ORCL) position steady in Q2 2026 at 16,023 shares worth $2.35M. The position accounts for 0.68% of the portfolio, ranked #31.

Capital Planning first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.39M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Capital Planning held 16,023 shares of Oracle worth $2.35M as of Q2 2026.
Capital Planning left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.68% of Capital Planning's portfolio in Q2 2026, its #31 holding.
Capital Planning first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
Capital Planning's Oracle position peaked at $4.39M in Q3 2025.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.