HP
ORCL icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holistic Planning's ORCL Position: Q1 2026 in Review

Holistic Planning increased its Oracle (ORCL) stake by 36% in Q1 2026, buying an estimated $118K and bringing the position to 2,762 shares worth $406K. The position accounts for 0.08% of the portfolio, ranked #205.

Holistic Planning first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $592K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Holistic Planning held 2,762 shares of Oracle worth $406K as of Q1 2026.
  • Holistic Planning bought 725 Oracle shares in Q1 2026, an estimated $118K.
  • Oracle made up 0.08% of Holistic Planning's portfolio in Q1 2026, its #205 holding.
  • Holistic Planning first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's Oracle position peaked at $592K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.