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Investment Planning Advisors’s Oracle ORCL Stock Holding History

Investment Planning Advisors’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 		$342K Buy
2,331
+654
+39% +$119K 0.08% 87
2026
Q1 		$247K Buy
1,677
+588
+54% +$95.6K 0.07% 95
2025
Q4 		$212K Sell
1,089
-6
-0.5% -$1.43K 0.06% 92
2025
Q3 		$308K Buy
1,095
+108
+11% +$27.5K 0.1% 71
2025
Q2 		$216K Buy
+987
New +$159K 0.08% 77

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Investment Planning Advisors's ORCL Position: Q2 2026 in Review

Investment Planning Advisors increased its Oracle (ORCL) stake by 39% in Q2 2026, buying an estimated $119K and bringing the position to 2,331 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #87.

Investment Planning Advisors first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. 1,648 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Investment Planning Advisors held 2,331 shares of Oracle worth $342K as of Q2 2026.
  • Investment Planning Advisors bought 654 Oracle shares in Q2 2026, an estimated $119K.
  • Oracle made up 0.08% of Investment Planning Advisors's portfolio in Q2 2026, its #87 holding.
  • Investment Planning Advisors first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • 1,648 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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