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BFC Planning, Inc.’s Oracle ORCL Stock Holding History

BFC Planning, Inc.’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 		$2.84M Sell
19,395
-5,202
-21% -$943K 0.12% 187
2026
Q1 		$3.62M Buy
24,597
+5,734
+30% +$932K 0.16% 128
2025
Q4 		$3.68M Buy
18,863
+9,349
+98% +$2.23M 0.16% 130
2025
Q3 		$2.68M Buy
9,514
+1,613
+20% +$411K 0.19% 96
2025
Q2 		$1.73M Buy
7,901
+762
+11% +$123K 0.14% 143
2025
Q1 		$998K Sell
7,139
-307
-4% -$50K 0.09% 200
2024
Q4 		$1.24M Buy
+7,446
New +$1.32M 0.1% 178

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

BFC Planning, Inc.'s ORCL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Oracle (ORCL) stake by 21% in Q2 2026, selling an estimated $943K and leaving 19,395 shares worth $2.84M. The position accounts for 0.12% of the portfolio, ranked #187.

BFC Planning, Inc. first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • BFC Planning, Inc. held 19,395 shares of Oracle worth $2.84M as of Q2 2026.
  • BFC Planning, Inc. sold 5,202 Oracle shares in Q2 2026, an estimated $943K.
  • Oracle made up 0.12% of BFC Planning, Inc.'s portfolio in Q2 2026, its #187 holding.
  • BFC Planning, Inc. first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Oracle position peaked at $3.68M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.