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Holistic Planning’s Oracle ORCL Stock Holding History

Holistic 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 		$472K Buy
3,219
+457
+17% +$82.8K 0.07% 216
2026
Q1 		$406K Buy
2,762
+725
+36% +$118K 0.08% 205
2025
Q4 		$397K Sell
2,037
-69
-3% -$16.4K 0.08% 191
2025
Q3 		$592K Buy
2,106
+200
+10% +$50.9K 0.16% 111
2025
Q2 		$417K Sell
1,906
-33
-2% -$5.33K 0.12% 138
2025
Q1 		$271K Buy
1,939
+37
+2% +$6.02K 0.09% 149
2024
Q4 		$317K Buy
1,902
+49
+3% +$8.7K 0.11% 127
2024
Q3 		$316K Buy
+1,853
New +$268K 0.13% 109

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 $3.37T AUM 44.26% 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

Holistic Planning's ORCL Position: Q2 2026 in Review

Holistic Planning increased its Oracle (ORCL) stake by 17% in Q2 2026, buying an estimated $82.8K and bringing the position to 3,219 shares worth $472K. The position accounts for 0.07% of the portfolio, ranked #216.

Holistic Planning first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $592K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Holistic Planning held 3,219 shares of Oracle worth $472K as of Q2 2026.
  • Holistic Planning bought 457 Oracle shares in Q2 2026, an estimated $82.8K.
  • Oracle made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #216 holding.
  • Holistic Planning first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Holistic Planning's Oracle position peaked at $592K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.