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
2026 Q2	$6.71K	Buy	+300	New	+$54.4K	﹤0.01%	4242
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's ORCL Position: Q2 2026 in Review

Creative Planning increased its Oracle (ORCL) stake by 5.6% in Q2 2026, buying an estimated $10.9M and bringing the position to 1,126,280 shares worth $165M. The position accounts for 0.1% of the portfolio, ranked #95.

Creative Planning first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $279M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Creative Planning held 1,126,280 shares of Oracle worth $165M as of Q2 2026.
Creative Planning bought 60,155 Oracle shares in Q2 2026, an estimated $10.9M.
Oracle made up 0.1% of Creative Planning's portfolio in Q2 2026, its #95 holding.
Creative Planning first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Oracle position peaked at $279M in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.