Financial Life Planners’s Oracle ORCL Stock Holding History

Financial Life Planners’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	$212K	Buy	1,450 +4	+0.3%	+$725	0.14%	58
2026 Q1	$213K	Buy	1,446 +4	+0.3%	+$650	0.16%	50
2025 Q4	$281K	Buy	1,442 +3	+0.2%	+$714	0.2%	48
2025 Q3	$405K	Buy	1,439 +3	+0.2%	+$764	0.27%	40
2025 Q2	$314K	Buy	1,436 +6	+0.4%	+$969	0.26%	46
2025 Q1	$200K	Sell	1,430 -22	-2%	-$3.58K	0.19%	46
2024 Q4	$242K	Buy	+1,452	New	+$258K	0.2%	44

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Financial Life Planners's ORCL Position: Q2 2026 in Review

Financial Life Planners increased its Oracle (ORCL) stake by 0.28% in Q2 2026, buying an estimated $725 and bringing the position to 1,450 shares worth $212K. The position accounts for 0.14% of the portfolio, ranked #58.

Financial Life Planners first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $405K in Q3 2025. 1,593 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Financial Life Planners held 1,450 shares of Oracle worth $212K as of Q2 2026.
Financial Life Planners bought 4 Oracle shares in Q2 2026, an estimated $725.
Oracle made up 0.14% of Financial Life Planners's portfolio in Q2 2026, its #58 holding.
Financial Life Planners first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's Oracle position peaked at $405K in Q3 2025.
1,593 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.