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Comprehensive Financial Planning’s Oracle ORCL Stock Holding History

Comprehensive 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
Q1 		$2.94K Hold
20
– – ﹤0.01% 323
2025
Q4 		$3.9K Buy
+20
New +$4.76K ﹤0.01% 325

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Comprehensive Financial Planning's ORCL Position: Q1 2026 in Review

Comprehensive Financial Planning held its Oracle (ORCL) position steady in Q1 2026 at 20 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Comprehensive Financial Planning first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.9K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Comprehensive Financial Planning held 20 shares of Oracle worth $2.94K as of Q1 2026.
  • Comprehensive Financial Planning left its Oracle share count unchanged in Q1 2026.
  • Oracle made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #323 holding.
  • Comprehensive Financial Planning first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
  • Comprehensive Financial Planning's Oracle position peaked at $3.9K in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.