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Financial Planning Hawaii’s Oracle ORCL Stock Holding History

Financial Planning Hawaii’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 		$656K Buy
4,478
+44
+1% +$7.97K 0.35% 72
2026
Q1 		$652K Buy
4,434
+18
+0.4% +$2.93K 0.38% 66
2025
Q4 		$861K Buy
+4,416
New +$1.05M 0.5% 47

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Financial Planning Hawaii increased its Oracle (ORCL) stake by 0.99% in Q2 2026, buying an estimated $7.97K and bringing the position to 4,478 shares worth $656K. The position accounts for 0.35% of the portfolio, ranked #72.

Financial Planning Hawaii first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $861K in Q4 2025. 2,160 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Financial Planning Hawaii held 4,478 shares of Oracle worth $656K as of Q2 2026.
  • Financial Planning Hawaii bought 44 Oracle shares in Q2 2026, an estimated $7.97K.
  • Oracle made up 0.35% of Financial Planning Hawaii's portfolio in Q2 2026, its #72 holding.
  • Financial Planning Hawaii first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Oracle position peaked at $861K in Q4 2025.
  • 2,160 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.