Next Level Wealth Planning
ORCL icon

Next Level Wealth Planning’s Oracle ORCL Stock Holding History

Next Level Wealth 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
Q3 		$59.2K Buy
+431
New +$60.8K 0.02% 158

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Next Level Wealth Planning's ORCL Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Oracle (ORCL) in Q3 2026: 431 shares worth $59.2K. The stake represents 0.02% of the portfolio and ranks #158 among its holdings.

2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Next Level Wealth Planning held 431 shares of Oracle worth $59.2K as of Q3 2026.
  • Oracle was a new Next Level Wealth Planning position in Q3 2026.
  • Oracle made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #158 holding.
  • 2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.