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Plante Moran Financial Advisors’s Oracle ORCL Stock Holding History

Plante Moran Financial Advisors’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 		$765K Sell
5,201
-542
-9% -$88.1K 0.05% 60
2025
Q4 		$1.12M Sell
5,743
-110
-2% -$26.2K 0.07% 45
2025
Q3 		$1.65M Sell
5,853
-1,028
-15% -$262K 0.1% 28
2025
Q2 		$1.5M Sell
6,881
-728
-10% -$118K 0.11% 31
2025
Q1 		$1.06M Buy
7,609
+1,037
+16% +$169K 0.09% 40
2024
Q4 		$1.1M Sell
6,572
-517
-7% -$91.8K 0.09% 41
2024
Q3 		$1.21M Sell
7,089
-630
-8% -$91.3K 0.1% 44
2024
Q2 		$1.09M Sell
7,719
-219
-3% -$27.2K 0.11% 45
2024
Q1 		$997K Sell
7,938
-120
-1% -$13.7K 0.11% 49
2023
Q4 		$850K Buy
8,058
+536
+7% +$58.5K 0.09% 52
2023
Q3 		$797K Buy
7,522
+46
+0.6% +$5.33K 0.1% 48
2023
Q2 		$890K Sell
7,476
-1,584
-17% -$164K 0.11% 48
2023
Q1 		$842K Buy
9,060
+633
+8% +$55.5K 0.12% 50
2022
Q4 		$689K Sell
8,427
-591
-7% -$44.9K 0.1% 60
2022
Q3 		$551K Sell
9,018
-254
-3% -$18.6K 0.09% 71
2022
Q2 		$648K Sell
9,272
-494
-5% -$36.2K 0.11% 61
2022
Q1 		$808K Buy
9,766
+3,122
+47% +$253K 0.15% 60
2021
Q4 		$579K Sell
6,644
-611
-8% -$57.4K 0.09% 79
2021
Q3 		$632K Buy
7,255
+1,028
+17% +$90.8K 0.14% 71
2021
Q2 		$485K Buy
6,227
+200
+3% +$15.7K 0.12% 80
2021
Q1 		$423K Sell
6,027
-754
-11% -$48.8K 0.12% 89
2020
Q4 		$439K Sell
6,781
-637
-9% -$37.9K 0.14% 92
2020
Q3 		$443K Sell
7,418
-66
-0.9% -$3.75K 0.16% 80
2020
Q2 		$414K Buy
7,484
+66
+0.9% +$3.5K 0.17% 81
2020
Q1 		$359K Sell
7,418
-685
-8% -$35.4K 0.16% 80
2019
Q4 		$429K Sell
8,103
-569
-7% -$31.3K 0.15% 92
2019
Q3 		$477K Buy
8,672
+116
+1% +$6.41K 0.14% 93
2019
Q2 		$487K Buy
8,556
+605
+8% +$32.7K 0.15% 87
2019
Q1 		$427K Sell
7,951
-2,050
-20% -$104K 0.13% 89
2018
Q4 		$452K Buy
10,001
+2,076
+26% +$99.5K 0.16% 83
2018
Q3 		$409K Buy
7,925
+894
+13% +$43.4K 0.13% 89
2018
Q2 		$310K Buy
7,031
+562
+9% +$25.9K 0.16% 107
2018
Q1 		$296K Buy
6,469
+171
+3% +$8.5K 0.16% 115
2017
Q4 		$298K Hold
6,298
– – 0.17% 103
2017
Q3 		$305K Sell
6,298
-210
-3% -$10.4K 0.18% 93
2017
Q2 		$326K Sell
6,508
-200
-3% -$9.12K 0.2% 91
2017
Q1 		$299K Buy
6,708
+611
+10% +$25.4K 0.18% 98
2016
Q4 		$234K Sell
6,097
-2,043
-25% -$79.9K 0.15% 111
2016
Q3 		$320K Buy
8,140
+1,083
+15% +$44.1K 0.22% 85
2016
Q2 		$289K Buy
7,057
+3,398
+93% +$136K 0.21% 89
2016
Q1 		$150K Sell
3,659
-483
-12% -$17.9K 0.12% 136
2015
Q4 		$151K Sell
4,142
-83
-2% -$3.17K 0.11% 137
2015
Q3 		$153K Sell
4,225
-2,503
-37% -$96.2K 0.12% 133
2015
Q2 		$271K Buy
6,728
+365
+6% +$15.8K 0.19% 90
2015
Q1 		$275K Sell
6,363
-117
-2% -$5.07K 0.19% 95
2014
Q4 		$291K Buy
6,480
+2,434
+60% +$99.1K 0.21% 80
2014
Q3 		$155K Sell
4,046
-331
-8% -$13.4K 0.14% 118
2014
Q2 		$177K Buy
4,377
+1,622
+59% +$66.7K 0.16% 99
2014
Q1 		$113K Sell
2,755
-2,178
-44% -$82.9K 0.12% 106
2013
Q4 		$189K Buy
4,933
+1,478
+43% +$50.8K 0.11% 92
2013
Q3 		$115K Buy
3,455
+107
+3% +$3.47K 0.07% 101
2013
Q2 		$103K Buy
+3,348
New +$111K 0.08% 102

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

Plante Moran Financial Advisors's ORCL Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its Oracle (ORCL) stake by 9.4% in Q1 2026, selling an estimated $88.1K and leaving 5,201 shares worth $765K. The position accounts for 0.05% of the portfolio, ranked #60.

Plante Moran Financial Advisors first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.65M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Plante Moran Financial Advisors held 5,201 shares of Oracle worth $765K as of Q1 2026.
  • Plante Moran Financial Advisors sold 542 Oracle shares in Q1 2026, an estimated $88.1K.
  • Oracle made up 0.05% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #60 holding.
  • Plante Moran Financial Advisors first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Oracle position peaked at $1.65M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.