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Phillips Wealth Planners’s Oracle ORCL Stock Holding History

Phillips Wealth Planners’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 		$545K Buy
3,849
+425
+12% +$77K 0.4% 79
2026
Q1 		$664K Buy
3,424
+387
+13% +$62.9K 0.5% 56
2025
Q4 		$528K Buy
3,037
+162
+6% +$38.6K 0.42% 71
2025
Q3 		$838K Sell
2,875
-3,045
-51% -$775K 0.7% 42
2025
Q2 		$1.39M Sell
5,920
-1,318
-18% -$213K 1.26% 10
2025
Q1 		$958K Buy
7,238
+292
+4% +$47.5K 1.01% 26
2024
Q4 		$1.07M Sell
6,946
-950
-12% -$169K 1.07% 21
2024
Q3 		$1.38M Sell
7,896
-1,661
-17% -$241K 1.32% 12
2024
Q2 		$1.36M Buy
9,557
+1,221
+15% +$152K 1.43% 10
2024
Q1 		$1.01M Buy
8,336
+1,734
+26% +$198K 1.16% 18
2023
Q4 		$718K Buy
6,602
+1,374
+26% +$150K 0.86% 32
2023
Q3 		$566K Sell
5,228
-90
-2% -$10.4K 0.77% 39
2023
Q2 		$633K Sell
5,318
-1,634
-24% -$169K 0.83% 38
2023
Q1 		$660K Sell
6,952
-460
-6% -$40.3K 0.87% 36
2022
Q4 		$663K Buy
+7,412
New +$563K 1.16% 28

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 $3.38T AUM 44.17% 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

Phillips Wealth Planners's ORCL Position: Q2 2026 in Review

Phillips Wealth Planners increased its Oracle (ORCL) stake by 12% in Q2 2026, buying an estimated $77K and bringing the position to 3,849 shares worth $545K. The position accounts for 0.4% of the portfolio, ranked #79.

Phillips Wealth Planners first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q2 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Phillips Wealth Planners held 3,849 shares of Oracle worth $545K as of Q2 2026.
  • Phillips Wealth Planners bought 425 Oracle shares in Q2 2026, an estimated $77K.
  • Oracle made up 0.4% of Phillips Wealth Planners's portfolio in Q2 2026, its #79 holding.
  • Phillips Wealth Planners first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Oracle position peaked at $1.39M in Q2 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.