Planning Alternatives’s Oracle ORCL Stock Holding History

Planning Alternatives’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	-1,379	Closed	-$269K	–	116
2025 Q4	$269K	Buy	1,379 +197	+17%	+$46.9K	0.03%	79
2025 Q3	$332K	Buy	+1,182	New	+$301K	0.04%	68

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Alternatives's ORCL Position: Q1 2026 in Review

Planning Alternatives sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,379 shares — an estimated $269K sold.

Planning Alternatives first reported a position in ORCL in Q3 2025 and held it in 2 quarters. The position peaked at $332K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Planning Alternatives reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Planning Alternatives sold 1,379 Oracle shares in Q1 2026, an estimated $269K.
Planning Alternatives first reported a position in Oracle in Q3 2025 and held it in 2 quarters.
Planning Alternatives's Oracle position peaked at $332K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.