Planning Center Inc’s Oracle ORCL Stock Holding History

Planning Center Inc’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	$935K	Buy	6,377 +1	+0%	+$181	0.09%	37
2026 Q1	$938K	Hold	6,376	–	–	0.1%	34
2025 Q4	$1.24M	Buy	6,376 +3,743	+142%	+$891K	0.13%	29
2025 Q3	$740K	Sell	2,633 -3,461	-57%	-$881K	0.08%	36
2025 Q2	$1.33M	Buy	6,094 +15	+0.2%	+$2.42K	0.15%	27
2025 Q1	$850K	Sell	6,079 -2	-0%	-$326	0.1%	33
2024 Q4	$1.01M	Sell	6,081 -2,281	-27%	-$405K	0.13%	31
2024 Q3	$1.42M	Buy	8,362 +2,707	+48%	+$392K	0.18%	26
2024 Q2	$798K	Sell	5,655 -188	-3%	-$23.3K	0.1%	36
2024 Q1	$734K	Buy	5,843 +12	+0.2%	+$1.37K	0.16%	31
2023 Q4	$615K	Sell	5,831 -4,955	-46%	-$541K	0.14%	32
2023 Q3	$1.14M	Buy	10,786 +4,352	+68%	+$504K	0.3%	24
2023 Q2	$766K	Sell	6,434 -5,005	-44%	-$517K	0.19%	29
2023 Q1	$1.09M	Sell	11,439 -200	-2%	-$17.5K	0.3%	23
2022 Q4	$951K	Buy	+11,639	New	+$885K	0.29%	22

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Planning Center Inc's ORCL Position: Q2 2026 in Review

Planning Center Inc increased its Oracle (ORCL) stake by 0.02% in Q2 2026, buying an estimated $181 and bringing the position to 6,377 shares worth $935K. The position accounts for 0.09% of the portfolio, ranked #37.

Planning Center Inc first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.42M in Q3 2024. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Planning Center Inc held 6,377 shares of Oracle worth $935K as of Q2 2026.
Planning Center Inc bought 1 Oracle share in Q2 2026, an estimated $181.
Oracle made up 0.09% of Planning Center Inc's portfolio in Q2 2026, its #37 holding.
Planning Center Inc first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
Planning Center Inc's Oracle position peaked at $1.42M in Q3 2024.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.