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Estate Planners Group’s Oracle ORCL Stock Holding History

Estate Planners Group’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 		$698K Buy
4,764
+14
+0.3% +$2.54K 0.32% 32
2026
Q1 		$699K Buy
4,750
+13
+0.3% +$2.11K 0.34% 32
2025
Q4 		$923K Buy
+4,737
New +$1.13M 0.4% 24

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

Estate Planners Group's ORCL Position: Q2 2026 in Review

Estate Planners Group increased its Oracle (ORCL) stake by 0.29% in Q2 2026, buying an estimated $2.54K and bringing the position to 4,764 shares worth $698K. The position accounts for 0.32% of the portfolio, ranked #32.

Estate Planners Group first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $923K in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Estate Planners Group held 4,764 shares of Oracle worth $698K as of Q2 2026.
  • Estate Planners Group bought 14 Oracle shares in Q2 2026, an estimated $2.54K.
  • Oracle made up 0.32% of Estate Planners Group's portfolio in Q2 2026, its #32 holding.
  • Estate Planners Group first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's Oracle position peaked at $923K in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.