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
2015
Q4 		– Sell
-1,200
Closed -$2K – 4526
2015
Q3 		$2K Buy
+1,200
New +$46.1K ﹤0.01% 3970

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 $3.37T AUM 44.26% 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

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.