CFFP
ORCL icon

Center for Financial Planning’s Oracle ORCL Stock Holding History

Center for Financial 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 		$209K Sell
1,428
-419
-23% -$75.9K 0.02% 172
2026
Q1 		$272K Sell
1,847
-18
-1% -$2.93K 0.03% 146
2025
Q4 		$364K Sell
1,865
-10
-0.5% -$2.38K 0.04% 129
2025
Q3 		$527K Sell
1,875
-200
-10% -$50.9K 0.06% 103
2025
Q2 		$454K Buy
2,075
+144
+7% +$23.3K 0.05% 107
2025
Q1 		$270K Buy
1,931
+275
+17% +$44.8K 0.03% 137
2024
Q4 		$276K Buy
1,656
+46
+3% +$8.17K 0.04% 133
2024
Q3 		$274K Hold
1,610
– – 0.04% 129
2024
Q2 		$227K Sell
1,610
-116
-7% -$14.4K 0.03% 136
2024
Q1 		$217K Buy
1,726
+196
+13% +$22.4K 0.03% 143
2023
Q4 		$161K Hold
1,530
– – 0.03% 150
2023
Q3 		$162K Hold
1,530
– – 0.04% 143
2023
Q2 		$182K Hold
1,530
– – 0.04% 138
2023
Q1 		$142K Buy
1,530
+95
+7% +$8.33K 0.03% 144
2022
Q4 		$117K Buy
1,435
+110
+8% +$8.36K 0.03% 151
2022
Q3 		$81K Hold
1,325
– – 0.02% 174
2022
Q2 		$93K Hold
1,325
– – 0.02% 166
2022
Q1 		$110K Hold
1,325
– – 0.02% 169
2021
Q4 		$116K Hold
1,325
– – 0.02% 163
2021
Q3 		$115K Hold
1,325
– – 0.03% 152
2021
Q2 		$103K Sell
1,325
-30
-2% -$2.35K 0.03% 163
2021
Q1 		$95K Sell
1,355
-100
-7% -$6.47K 0.02% 165
2020
Q4 		$94K Hold
1,455
– – 0.03% 152
2020
Q3 		$87K Hold
1,455
– – 0.03% 147
2020
Q2 		$80K Hold
1,455
– – 0.03% 153
2020
Q1 		$70K Hold
1,455
– – 0.02% 153
2019
Q4 		$77K Buy
+1,455
New +$80.1K 0.02% 155

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Center for Financial Planning's ORCL Position: Q2 2026 in Review

Center for Financial Planning reduced its Oracle (ORCL) stake by 23% in Q2 2026, selling an estimated $75.9K and leaving 1,428 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #172.

Center for Financial Planning first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $527K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Center for Financial Planning held 1,428 shares of Oracle worth $209K as of Q2 2026.
  • Center for Financial Planning sold 419 Oracle shares in Q2 2026, an estimated $75.9K.
  • Oracle made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #172 holding.
  • Center for Financial Planning first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Oracle position peaked at $527K in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.