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Plan A Wealth’s Oracle ORCL Stock Holding History

Plan A Wealth’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
Q3 		$385K Sell
2,803
-7
-0.2% -$988 0.14% 103
2026
Q2 		$412K Buy
2,810
+262
+10% +$47.5K 0.18% 93
2026
Q1 		$375K Buy
2,548
+68
+3% +$11.1K 0.18% 99
2025
Q4 		$483K Sell
2,480
-47
-2% -$11.2K 0.24% 73
2025
Q3 		$711K Buy
2,527
+125
+5% +$31.8K 0.36% 37
2025
Q2 		$525K Buy
+2,402
New +$388K 0.3% 60

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Plan A Wealth's ORCL Position: Q3 2026 in Review

Plan A Wealth reduced its Oracle (ORCL) stake by 0.25% in Q3 2026, selling an estimated $988 and leaving 2,803 shares worth $385K. The position accounts for 0.14% of the portfolio, ranked #103.

Plan A Wealth first reported a position in ORCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $711K in Q3 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Plan A Wealth held 2,803 shares of Oracle worth $385K as of Q3 2026.
  • Plan A Wealth sold 7 Oracle shares in Q3 2026, an estimated $988.
  • Oracle made up 0.14% of Plan A Wealth's portfolio in Q3 2026, its #103 holding.
  • Plan A Wealth first reported a position in Oracle in Q2 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Oracle position peaked at $711K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.