PlanVest Financial’s Oracle ORCL Stock Holding History

PlanVest Financial’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	$183K	Hold	1,251	–	–	0.12%	107
2026 Q1	$184K	Buy	+1,251	New	+$203K	0.14%	95

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PlanVest Financial's ORCL Position: Q2 2026 in Review

PlanVest Financial held its Oracle (ORCL) position steady in Q2 2026 at 1,251 shares worth $183K. The position accounts for 0.12% of the portfolio, ranked #107.

PlanVest Financial first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $184K in Q1 2026. 3,362 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

PlanVest Financial held 1,251 shares of Oracle worth $183K as of Q2 2026.
PlanVest Financial left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.12% of PlanVest Financial's portfolio in Q2 2026, its #107 holding.
PlanVest Financial first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Oracle position peaked at $184K in Q1 2026.
3,362 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.