Falcon Wealth Planning’s Oracle ORCL Stock Holding History

Falcon Wealth 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	$673K	Buy	4,589 +1,298	+39%	+$235K	0.04%	126
2026 Q1	$484K	Sell	3,291 -67	-2%	-$10.9K	0.03%	133
2025 Q4	$655K	Buy	3,358 +515	+18%	+$123K	0.06%	105
2025 Q3	$800K	Buy	2,843 +69	+2%	+$17.6K	0.07%	86
2025 Q2	$607K	Buy	2,774 +122	+5%	+$19.7K	0.06%	93
2025 Q1	$371K	Buy	2,652 +52	+2%	+$8.47K	0.04%	121
2024 Q4	$433K	Buy	2,600 +107	+4%	+$19K	0.05%	107
2024 Q3	$425K	Buy	2,493 +85	+4%	+$12.3K	0.05%	102
2024 Q2	$340K	Buy	+2,408	New	+$299K	0.04%	100
2024 Q1	–	Sell	-1,932	Closed	-$204K	–	137
2023 Q4	$204K	Buy	+1,932	New	+$211K	0.04%	128

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

Falcon Wealth Planning's ORCL Position: Q2 2026 in Review

Falcon Wealth Planning increased its Oracle (ORCL) stake by 39% in Q2 2026, buying an estimated $235K and bringing the position to 4,589 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #126.

Falcon Wealth Planning first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $800K in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Falcon Wealth Planning held 4,589 shares of Oracle worth $673K as of Q2 2026.
Falcon Wealth Planning bought 1,298 Oracle shares in Q2 2026, an estimated $235K.
Oracle made up 0.04% of Falcon Wealth Planning's portfolio in Q2 2026, its #126 holding.
Falcon Wealth Planning first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Falcon Wealth Planning's Oracle position peaked at $800K in Q3 2025.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.