FWP
ORCL icon

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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return