CFC Planning Company’s Oracle ORCL Stock Holding History

CFC Planning Company’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
2025 Q4	–	Sell	-1,030	Closed	-$290K	–	97
2025 Q3	$290K	Sell	1,030 -161	-14%	-$41K	0.24%	59
2025 Q2	$260K	Buy	+1,191	New	+$192K	0.25%	59

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFC Planning Company's ORCL Position: Q4 2025 in Review

CFC Planning Company sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,030 shares — an estimated $290K sold.

CFC Planning Company first reported a position in ORCL in Q2 2025 and held it in 2 quarters. The position peaked at $290K in Q3 2025. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

CFC Planning Company reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
CFC Planning Company sold 1,030 Oracle shares in Q4 2025, an estimated $290K.
CFC Planning Company first reported a position in Oracle in Q2 2025 and held it in 2 quarters.
CFC Planning Company's Oracle position peaked at $290K in Q3 2025.
3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on CFC Planning Company's 13F filing for Q4 2025, filed 30 Jan 2026.