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Life Planning Partners’s Oracle ORCL Stock Holding History

Life Planning Partners’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 		$399K Buy
+2,720
New +$493K 0.3% 53
2024
Q1 		– Sell
-500
Closed -$52.7K – 176
2023
Q4 		$52.7K Buy
+500
New +$54.6K 0.05% 103
2022
Q3 		$30.5K Hold
500
– – 0.04% 105
2022
Q2 		$35K Hold
500
– – 0.04% 102
2022
Q1 		$41K Hold
500
– – 0.04% 98
2021
Q4 		$44K Buy
+500
New +$46.9K 0.04% 93

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Life Planning Partners's ORCL Position: Q2 2026 in Review

Life Planning Partners opened a new position in Oracle (ORCL) in Q2 2026: 2,720 shares worth $399K. The stake represents 0.3% of the portfolio and ranks #53 among its holdings. This is a return to the name: Life Planning Partners previously reported a position in ORCL as recently as Q4 2023.

Life Planning Partners first reported a position in ORCL in Q4 2021 and has held it in 6 quarters since. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Life Planning Partners held 2,720 shares of Oracle worth $399K as of Q2 2026.
  • Oracle was a new Life Planning Partners position in Q2 2026.
  • Oracle made up 0.3% of Life Planning Partners's portfolio in Q2 2026, its #53 holding.
  • Life Planning Partners first reported a position in Oracle in Q4 2021 and has held it in 6 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.