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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
Q2 		$2.93K Hold
20
– – ﹤0.01% 340
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Comprehensive Financial Planning's ORCL Position: Q2 2026 in Review

Comprehensive Financial Planning held its Oracle (ORCL) position steady in Q2 2026 at 20 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Comprehensive Financial Planning first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.9K in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Comprehensive Financial Planning held 20 shares of Oracle worth $2.93K as of Q2 2026.
  • Comprehensive Financial Planning left its Oracle share count unchanged in Q2 2026.
  • Oracle made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #340 holding.
  • Comprehensive Financial Planning first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Comprehensive Financial Planning's Oracle position peaked at $3.9K in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.