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Plato Investment Management’s Oracle ORCL Stock Holding History

Plato Investment Management’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 		$4.99M Buy
34,233
+746
+2% +$135K 0.28% 77
2026
Q1 		$4.93M Sell
33,487
-3,724
-10% -$605K 0.33% 67
2025
Q4 		$7.29M Sell
37,211
-1,472
-4% -$350K 0.48% 39
2025
Q3 		$10.8M Sell
38,683
-181
-0.5% -$46.1K 0.73% 18
2025
Q2 		$8.47M Buy
38,864
+3,727
+11% +$602K 0.64% 23
2025
Q1 		$4.97M Sell
35,137
-2,198
-6% -$358K 0.42% 47
2024
Q4 		$6.24M Buy
37,335
+735
+2% +$131K 0.46% 40
2024
Q3 		$6.23M Buy
36,600
+2,726
+8% +$395K 0.51% 36
2024
Q2 		$4.78M Buy
33,874
+1,414
+4% +$176K 0.45% 45
2024
Q1 		$4.08M Buy
32,460
+29,110
+869% +$3.33M 0.42% 59
2023
Q4 		$353K Buy
+3,350
New +$366K 0.43% 53

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plato Investment Management's ORCL Position: Q2 2026 in Review

Plato Investment Management increased its Oracle (ORCL) stake by 2.2% in Q2 2026, buying an estimated $135K and bringing the position to 34,233 shares worth $4.99M. The position accounts for 0.28% of the portfolio, ranked #77.

Plato Investment Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.8M in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Plato Investment Management held 34,233 shares of Oracle worth $4.99M as of Q2 2026.
  • Plato Investment Management bought 746 Oracle shares in Q2 2026, an estimated $135K.
  • Oracle made up 0.28% of Plato Investment Management's portfolio in Q2 2026, its #77 holding.
  • Plato Investment Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Oracle position peaked at $10.8M in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.