Creative Planning
ORCL icon

Creative Planning’s Oracle ORCL Stock Holding History

Creative 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
2025
Q3 		– Sell
-300
Closed -$40.2K – 3986
2025
Q2 		$40.2K Buy
+300
New +$48.4K ﹤0.01% 3539
2021
Q2 		– Sell
-104,000
Closed -$378K – 2439
2021
Q1 		$378K Buy
+104,000
New +$6.73M ﹤0.01% 1633
2016
Q4 		– Sell
-2,000
Closed -$1K – 4768
2016
Q3 		$1K Buy
+2,000
New +$81.5K ﹤0.01% 4423

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

Creative Planning's ORCL Position: Q1 2026 in Review

Creative Planning reduced its Oracle (ORCL) stake by 2% in Q1 2026, selling an estimated $3.53M and leaving 1,066,125 shares worth $157M. The position accounts for 0.11% of the portfolio, ranked #89.

Creative Planning first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $279M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Creative Planning held 1,066,125 shares of Oracle worth $157M as of Q1 2026.
  • Creative Planning sold 21,699 Oracle shares in Q1 2026, an estimated $3.53M.
  • Oracle made up 0.11% of Creative Planning's portfolio in Q1 2026, its #89 holding.
  • Creative Planning first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Oracle position peaked at $279M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.