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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phillips Wealth Planners's ORCL Position: Q1 2026 in Review

Phillips Wealth Planners increased its Oracle (ORCL) stake by 13% in Q1 2026, buying an estimated $62.9K and bringing the position to 3,424 shares worth $664K. The position accounts for 0.5% of the portfolio, ranked #56.

Phillips Wealth Planners first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.39M in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Phillips Wealth Planners held 3,424 shares of Oracle worth $664K as of Q1 2026.
  • Phillips Wealth Planners bought 387 Oracle shares in Q1 2026, an estimated $62.9K.
  • Oracle made up 0.5% of Phillips Wealth Planners's portfolio in Q1 2026, its #56 holding.
  • Phillips Wealth Planners first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Oracle position peaked at $1.39M in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.