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Kerr Financial Planning’s Oracle ORCL Stock Holding History

Kerr Financial 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 		$307K Buy
2,092
+2
+0.1% +$362 0.34% 64
2026
Q1 		$348K Buy
2,090
+126
+6% +$20.5K 0.25% 55
2025
Q4 		$271K Buy
1,964
+371
+23% +$88.3K 0.37% 61
2025
Q3 		$352K Buy
+1,593
New +$406K 0.5% 46

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

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

Kerr Financial Planning increased its Oracle (ORCL) stake by 0.1% in Q2 2026, buying an estimated $362 and bringing the position to 2,092 shares worth $307K. The position accounts for 0.34% of the portfolio, ranked #64.

Kerr Financial Planning first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $352K in Q3 2025. 3,504 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Kerr Financial Planning held 2,092 shares of Oracle worth $307K as of Q2 2026.
  • Kerr Financial Planning bought 2 Oracle shares in Q2 2026, an estimated $362.
  • Oracle made up 0.34% of Kerr Financial Planning's portfolio in Q2 2026, its #64 holding.
  • Kerr Financial Planning first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Oracle position peaked at $352K in Q3 2025.
  • 3,504 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.