Elser Financial Planning’s Oracle ORCL Stock Holding History

Elser 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	$670K	Buy	4,571 +60	+1%	+$10.9K	0.03%	62
2026 Q1	$645K	Buy	+4,511	New	+$733K	0.03%	64
2025 Q1	–	Sell	-4,537	Closed	-$756K	–	99
2024 Q4	$756K	Buy	+4,537	New	+$806K	0.05%	46
2024 Q3	–	Sell	-4,423	Closed	-$625K	–	95
2024 Q2	$625K	Buy	+4,423	New	+$549K	0.1%	45

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

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

Elser Financial Planning increased its Oracle (ORCL) stake by 1.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 4,571 shares worth $670K. The position accounts for 0.03% of the portfolio, ranked #62.

Elser Financial Planning first reported a position in ORCL in Q2 2024 and has held it in 4 quarters since. The position peaked at $756K in Q4 2024. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Elser Financial Planning held 4,571 shares of Oracle worth $670K as of Q2 2026.
Elser Financial Planning bought 60 Oracle shares in Q2 2026, an estimated $10.9K.
Oracle made up 0.03% of Elser Financial Planning's portfolio in Q2 2026, its #62 holding.
Elser Financial Planning first reported a position in Oracle in Q2 2024 and has held it in 4 quarters since.
Elser Financial Planning's Oracle position peaked at $756K in Q4 2024.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.