PS
ORCL icon

Planning Strategies’s Oracle ORCL Stock Holding History

Planning Strategies’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 		$44.6K Buy
+304
New +$55.1K 0.03% 166

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Planning Strategies's ORCL Position: Q2 2026 in Review

Planning Strategies opened a new position in Oracle (ORCL) in Q2 2026: 304 shares worth $44.6K. The stake represents 0.03% of the portfolio and ranks #166 among its holdings.

3,362 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Planning Strategies held 304 shares of Oracle worth $44.6K as of Q2 2026.
  • Oracle was a new Planning Strategies position in Q2 2026.
  • Oracle made up 0.03% of Planning Strategies's portfolio in Q2 2026, its #166 holding.
  • 3,362 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.