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Peak Retirement Planning’s Oracle ORCL Stock Holding History

Peak Retirement 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 		$397K Buy
2,708
+818
+43% +$148K 0.06% 112
2026
Q1 		$278K Buy
1,890
+251
+15% +$40.8K 0.06% 131
2025
Q4 		$319K Buy
1,639
+170
+12% +$40.5K 0.07% 117
2025
Q3 		$413K Buy
1,469
+13
+0.9% +$3.31K 0.12% 100
2025
Q2 		$318K Buy
+1,456
New +$235K 0.13% 99
2025
Q1 		– Sell
-1,269
Closed -$211K – 109
2024
Q4 		$211K Buy
+1,269
New +$225K 0.14% 96

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

Peak Retirement Planning's ORCL Position: Q2 2026 in Review

Peak Retirement Planning increased its Oracle (ORCL) stake by 43% in Q2 2026, buying an estimated $148K and bringing the position to 2,708 shares worth $397K. The position accounts for 0.06% of the portfolio, ranked #112.

Peak Retirement Planning first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $413K in Q3 2025. 3,501 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Peak Retirement Planning held 2,708 shares of Oracle worth $397K as of Q2 2026.
  • Peak Retirement Planning bought 818 Oracle shares in Q2 2026, an estimated $148K.
  • Oracle made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #112 holding.
  • Peak Retirement Planning first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Peak Retirement Planning's Oracle position peaked at $413K in Q3 2025.
  • 3,501 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.