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Planned Solutions’s Oracle ORCL Stock Holding History

Planned Solutions’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 		– Sell
-1,155
Closed -$225K – 145
2025
Q4 		$225K Buy
1,155
+5
+0.4% +$1.19K 0.07% 125
2025
Q3 		$323K Buy
1,150
+200
+21% +$50.9K 0.11% 93
2025
Q2 		$208K Buy
+950
New +$153K 0.08% 118
2024
Q4 		– Sell
-700
Closed -$119K – 470
2024
Q3 		$119K Buy
+700
New +$101K 0.05% 178
2024
Q1 		– Sell
-100
Closed -$10.5K – 403
2023
Q4 		$10.5K Buy
+100
New +$10.9K ﹤0.01% 415

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

Planned Solutions's ORCL Position: Q1 2026 in Review

Planned Solutions sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,155 shares — an estimated $225K sold.

Planned Solutions first reported a position in ORCL in Q4 2023 and held it in 5 quarters. The position peaked at $323K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Planned Solutions reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Planned Solutions sold 1,155 Oracle shares in Q1 2026, an estimated $225K.
  • Planned Solutions first reported a position in Oracle in Q4 2023 and held it in 5 quarters.
  • Planned Solutions's Oracle position peaked at $323K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Planned Solutions's 13F filing for Q1 2026, filed 9 Apr 2026.