PDS Planning’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.98M | Buy |
20,362
+215
| +1% | +$39K | 0.17% | 69 |
|
|
2026
Q1 | $2.96M | Buy |
20,147
+445
| +2% | +$72.3K | 0.2% | 59 |
|
|
2025
Q4 | $3.84M | Buy |
19,702
+1,735
| +10% | +$413K | 0.26% | 51 |
|
|
2025
Q3 | $5.05M | Sell |
17,967
-407
| -2% | -$104K | 0.35% | 48 |
|
|
2025
Q2 | $4.02M | Buy |
18,374
+88
| +0.5% | +$14.2K | 0.3% | 50 |
|
|
2025
Q1 | $2.56M | Buy |
18,286
+706
| +4% | +$115K | 0.22% | 60 |
|
|
2024
Q4 | $2.93M | Buy |
17,580
+1,493
| +9% | +$265K | 0.26% | 52 |
|
|
2024
Q3 | $2.74M | Buy |
16,087
+2,440
| +18% | +$353K | 0.25% | 51 |
|
|
2024
Q2 | $1.93M | Buy |
13,647
+430
| +3% | +$53.4K | 0.19% | 63 |
|
|
2024
Q1 | $1.66M | Buy |
13,217
+113
| +0.9% | +$12.9K | 0.17% | 64 |
|
|
2023
Q4 | $1.38M | Sell |
13,104
-43
| -0.3% | -$4.69K | 0.16% | 65 |
|
|
2023
Q3 | $1.39M | Buy |
13,147
+118
| +0.9% | +$13.7K | 0.18% | 63 |
|
|
2023
Q2 | $1.55M | Buy |
13,029
+595
| +5% | +$61.5K | 0.2% | 59 |
|
|
2023
Q1 | $1.16M | Buy |
12,434
+3,858
| +45% | +$338K | 0.16% | 68 |
|
|
2022
Q4 | $701K | Sell |
8,576
-341
| -4% | -$25.9K | 0.11% | 77 |
|
|
2022
Q3 | $545K | Buy |
8,917
+173
| +2% | +$12.7K | 0.1% | 83 |
|
|
2022
Q2 | $611K | Buy |
8,744
+478
| +6% | +$35K | 0.11% | 82 |
|
|
2022
Q1 | $684K | Buy |
8,266
+74
| +0.9% | +$5.99K | 0.12% | 79 |
|
|
2021
Q4 | $714K | Buy |
8,192
+256
| +3% | +$24K | 0.14% | 69 |
|
|
2021
Q3 | $691K | Buy |
7,936
+240
| +3% | +$21.2K | 0.16% | 67 |
|
|
2021
Q2 | $599K | Buy |
7,696
+345
| +5% | +$27K | 0.15% | 78 |
|
|
2021
Q1 | $516K | Sell |
7,351
-132
| -2% | -$8.55K | 0.15% | 77 |
|
|
2020
Q4 | $484K | Buy |
7,483
+444
| +6% | +$26.4K | 0.17% | 73 |
|
|
2020
Q3 | $420K | Buy |
7,039
+190
| +3% | +$10.8K | 0.17% | 73 |
|
|
2020
Q2 | $379K | Buy |
6,849
+682
| +11% | +$36.1K | 0.17% | 78 |
|
|
2020
Q1 | $298K | Buy |
6,167
+251
| +4% | +$13K | 0.19% | 73 |
|
|
2019
Q4 | $313K | Buy |
5,916
+202
| +4% | +$11.1K | 0.2% | 70 |
|
|
2019
Q3 | $314K | Sell |
5,714
-46
| -0.8% | -$2.54K | 0.22% | 66 |
|
|
2019
Q2 | $328K | Sell |
5,760
-144
| -2% | -$7.79K | 0.24% | 62 |
|
|
2019
Q1 | $317K | Sell |
5,904
-146
| -2% | -$7.44K | 0.25% | 61 |
|
|
2018
Q4 | $273K | Buy |
6,050
+2
| +0% | +$96 | 0.23% | 60 |
|
|
2018
Q3 | $312K | Buy |
6,048
+604
| +11% | +$29.3K | 0.27% | 56 |
|
|
2018
Q2 | $240K | Hold |
5,444
| – | – | 0.24% | 59 |
|
|
2018
Q1 | $249K | Sell |
5,444
-33
| -0.6% | -$1.64K | 0.25% | 55 |
|
|
2017
Q4 | $259K | Buy |
+5,477
| New | +$269K | 0.26% | 56 |
|
Other funds holding ORCL
PDS Planning's ORCL Position: Q2 2026 in Review
PDS Planning increased its Oracle (ORCL) stake by 1.1% in Q2 2026, buying an estimated $39K and bringing the position to 20,362 shares worth $2.98M. The position accounts for 0.17% of the portfolio, ranked #69.
PDS Planning first reported a position in ORCL in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.05M in Q3 2025. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- PDS Planning held 20,362 shares of Oracle worth $2.98M as of Q2 2026.
- PDS Planning bought 215 Oracle shares in Q2 2026, an estimated $39K.
- Oracle made up 0.17% of PDS Planning's portfolio in Q2 2026, its #69 holding.
- PDS Planning first reported a position in Oracle in Q4 2017 and has held it in 35 quarters since.
- PDS Planning's Oracle position peaked at $5.05M in Q3 2025.
- 3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.