Planning Center Inc
ORCL icon

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
Q3 		$879K Buy
6,401
+24
+0.4% +$3.39K 0.08% 38
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Planning Center Inc's ORCL Position: Q3 2026 in Review

Planning Center Inc increased its Oracle (ORCL) stake by 0.38% in Q3 2026, buying an estimated $3.39K and bringing the position to 6,401 shares worth $879K. The position accounts for 0.08% of the portfolio, ranked #38.

Planning Center Inc first reported a position in ORCL in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.42M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Planning Center Inc held 6,401 shares of Oracle worth $879K as of Q3 2026.
  • Planning Center Inc bought 24 Oracle shares in Q3 2026, an estimated $3.39K.
  • Oracle made up 0.08% of Planning Center Inc's portfolio in Q3 2026, its #38 holding.
  • Planning Center Inc first reported a position in Oracle in Q4 2022 and has held it in 16 quarters since.
  • Planning Center Inc's Oracle position peaked at $1.42M in Q3 2024.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Planning Center Inc's 13F filing for Q3 2026, filed 12 Nov 2026.