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Northeast Planning Associates NH’s Oracle ORCL Stock Holding History

Northeast Planning Associates NH’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 		$404K Hold
2,756
– – 0.3% 40
2026
Q1 		$405K Hold
2,756
– – 0.27% 35
2025
Q4 		$537K Buy
2,756
+500
+22% +$119K 0.38% 29
2025
Q3 		$634K Sell
2,256
-1,700
-43% -$433K 0.54% 24
2025
Q2 		$865K Buy
+3,956
New +$639K 0.8% 22

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

Northeast Planning Associates NH's ORCL Position: Q2 2026 in Review

Northeast Planning Associates NH held its Oracle (ORCL) position steady in Q2 2026 at 2,756 shares worth $404K. The position accounts for 0.3% of the portfolio, ranked #40.

Northeast Planning Associates NH first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $865K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Northeast Planning Associates NH held 2,756 shares of Oracle worth $404K as of Q2 2026.
  • Northeast Planning Associates NH left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.3% of Northeast Planning Associates NH's portfolio in Q2 2026, its #40 holding.
  • Northeast Planning Associates NH first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Northeast Planning Associates NH's Oracle position peaked at $865K in Q2 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.