Plancorp LLC’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.16M | Sell |
8,801
-1,397
| -14% | -$253K | 0.03% | 186 |
|
|
2026
Q1 | $1.41M | Sell |
10,198
-140
| -1% | -$22.8K | 0.04% | 133 |
|
|
2025
Q4 | $2.02M | Sell |
10,338
-173
| -2% | -$41.2K | 0.06% | 108 |
|
|
2025
Q3 | $2.96M | Sell |
10,511
-1,152
| -10% | -$293K | 0.09% | 86 |
|
|
2025
Q2 | $2.55M | Buy |
11,663
+1,051
| +10% | +$170K | 0.09% | 96 |
|
|
2025
Q1 | $1.48M | Buy |
10,612
+1,751
| +20% | +$285K | 0.06% | 116 |
|
|
2024
Q4 | $1.48M | Buy |
8,861
+987
| +13% | +$175K | 0.06% | 102 |
|
|
2024
Q3 | $1.34M | Buy |
7,874
+7
| +0.1% | +$1.01K | 0.05% | 108 |
|
|
2024
Q2 | $1.11M | Buy |
7,867
+198
| +3% | +$24.6K | 0.05% | 112 |
|
|
2024
Q1 | $963K | Buy |
7,669
+652
| +9% | +$74.6K | 0.04% | 123 |
|
|
2023
Q4 | $740K | Buy |
7,017
+308
| +5% | +$33.6K | 0.04% | 132 |
|
|
2023
Q3 | $711K | Buy |
6,709
+1,439
| +27% | +$167K | 0.04% | 133 |
|
|
2023
Q2 | $628K | Buy |
5,270
+79
| +2% | +$8.17K | 0.03% | 135 |
|
|
2023
Q1 | $482K | Sell |
5,191
-68
| -1% | -$5.96K | 0.03% | 156 |
|
|
2022
Q4 | $430K | Buy |
5,259
+103
| +2% | +$7.83K | 0.03% | 157 |
|
|
2022
Q3 | $315K | Buy |
5,156
+77
| +2% | +$5.64K | 0.02% | 174 |
|
|
2022
Q2 | $355K | Sell |
5,079
-91
| -2% | -$6.66K | 0.02% | 165 |
|
|
2022
Q1 | $428K | Sell |
5,170
-385
| -7% | -$31.2K | 0.03% | 158 |
|
|
2021
Q4 | $484K | Buy |
5,555
+198
| +4% | +$18.6K | 0.03% | 152 |
|
|
2021
Q3 | $467K | Buy |
5,357
+147
| +3% | +$13K | 0.03% | 147 |
|
|
2021
Q2 | $406K | Sell |
5,210
-79
| -1% | -$6.18K | 0.03% | 145 |
|
|
2021
Q1 | $371K | Sell |
5,289
-706
| -12% | -$45.7K | 0.08% | 145 |
|
|
2020
Q4 | $388K | Buy |
5,995
+27
| +0.5% | +$1.61K | 0.1% | 134 |
|
|
2020
Q3 | $356K | Buy |
5,968
+839
| +16% | +$47.7K | 0.11% | 121 |
|
|
2020
Q2 | $283K | Buy |
5,129
+879
| +21% | +$46.6K | 0.09% | 141 |
|
|
2020
Q1 | $205K | Sell |
4,250
-603
| -12% | -$31.1K | 0.08% | 156 |
|
|
2019
Q4 | $257K | Hold |
4,853
| – | – | 0.08% | 163 |
|
|
2019
Q3 | $267K | Buy |
4,853
+204
| +4% | +$11.3K | 0.1% | 145 |
|
|
2019
Q2 | $265K | Hold |
4,649
| – | – | 0.1% | 143 |
|
|
2019
Q1 | $250K | Buy |
+4,649
| New | +$237K | 0.09% | 154 |
|
|
2018
Q1 | – | Sell |
-4,461
| Closed | -$210K | – | 167 |
|
|
2017
Q4 | $210K | Hold |
4,461
| – | – | 0.07% | 164 |
|
|
2017
Q3 | $216K | Sell |
4,461
-100
| -2% | -$4.98K | 0.06% | 156 |
|
|
2017
Q2 | $229K | Hold |
4,561
| – | – | 0.07% | 151 |
|
|
2017
Q1 | $204K | Buy |
+4,561
| New | +$190K | 0.06% | 162 |
|
|
2015
Q2 | – | Sell |
-8,295
| Closed | -$358K | – | 98 |
|
|
2015
Q1 | $358K | Buy |
+8,295
| New | +$360K | 0.36% | 64 |
|
Other funds holding ORCL
FWIA
ATO
CRM
UBP
Plancorp LLC's ORCL Position: Q2 2026 in Review
Plancorp LLC reduced its Oracle (ORCL) stake by 14% in Q2 2026, selling an estimated $253K and leaving 8,801 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #186.
Plancorp LLC first reported a position in ORCL in Q1 2015 and has held it in 35 quarters since. The position peaked at $2.96M in Q3 2025. 1,007 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Plancorp LLC held 8,801 shares of Oracle worth $1.16M as of Q2 2026.
- Plancorp LLC sold 1,397 Oracle shares in Q2 2026, an estimated $253K.
- Oracle made up 0.03% of Plancorp LLC's portfolio in Q2 2026, its #186 holding.
- Plancorp LLC first reported a position in Oracle in Q1 2015 and has held it in 35 quarters since.
- Plancorp LLC's Oracle position peaked at $2.96M in Q3 2025.
- 1,007 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.