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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
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

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

Plan A Wealth's ORCL Position: Q2 2026 in Review

Plan A Wealth increased its Oracle (ORCL) stake by 10% in Q2 2026, buying an estimated $47.5K and bringing the position to 2,810 shares worth $412K. The position accounts for 0.18% of the portfolio, ranked #93.

Plan A Wealth first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $711K in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Plan A Wealth held 2,810 shares of Oracle worth $412K as of Q2 2026.
  • Plan A Wealth bought 262 Oracle shares in Q2 2026, an estimated $47.5K.
  • Oracle made up 0.18% of Plan A Wealth's portfolio in Q2 2026, its #93 holding.
  • Plan A Wealth first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Plan A Wealth's Oracle position peaked at $711K in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.