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Plotkin Financial Advisors’s Oracle ORCL Stock Holding History

Plotkin 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
Q2 		$1.33M Buy
9,060
+28
+0.3% +$5.07K 0.55% 34
2026
Q1 		$1.33M Buy
9,032
+16
+0.2% +$2.6K 0.67% 32
2025
Q4 		$1.76M Sell
9,016
-24
-0.3% -$5.71K 0.86% 27
2025
Q3 		$2.54M Buy
9,040
+33
+0.4% +$8.4K 1.26% 20
2025
Q2 		$1.97M Buy
9,007
+249
+3% +$40.2K 1.09% 21
2025
Q1 		$1.22M Buy
8,758
+123
+1% +$20K 0.75% 29
2024
Q4 		$1.44M Buy
8,635
+162
+2% +$28.8K 0.85% 30
2024
Q3 		$1.44M Buy
8,473
+1,268
+18% +$184K 0.86% 30
2024
Q2 		$1.02M Buy
7,205
+308
+4% +$38.2K 0.65% 34
2024
Q1 		$866K Sell
6,897
-164
-2% -$18.8K 0.57% 36
2023
Q4 		$744K Buy
7,061
+786
+13% +$85.8K 0.57% 30
2023
Q3 		$665K Hold
6,275
– – 0.59% 29
2023
Q2 		$747K Sell
6,275
-200
-3% -$20.7K 0.62% 29
2023
Q1 		$602K Buy
6,475
+100
+2% +$8.77K 0.56% 33
2022
Q4 		$521K Buy
6,375
+517
+9% +$39.3K 0.53% 34
2022
Q3 		$358K Buy
5,858
+500
+9% +$36.6K 0.36% 47
2022
Q2 		$374K Hold
5,358
– – 0.36% 44
2022
Q1 		$443K Hold
5,358
– – 0.31% 48
2021
Q4 		$467K Buy
5,358
+287
+6% +$26.9K 0.3% 53
2021
Q3 		$442K Sell
5,071
-175
-3% -$15.5K 0.26% 61
2021
Q2 		$408K Buy
5,246
+490
+10% +$38.4K 0.23% 65
2021
Q1 		$334K Hold
4,756
– – 0.2% 54
2020
Q4 		$308K Hold
4,756
– – 0.2% 48
2020
Q3 		$284K Sell
4,756
-492
-9% -$27.9K 0.31% 51
2020
Q2 		$290K Sell
5,248
-150
-3% -$7.95K 0.25% 48
2020
Q1 		$261K Hold
5,398
– – 0.32% 45
2019
Q4 		$286K Buy
+5,398
New +$297K 0.27% 52

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

Plotkin Financial Advisors's ORCL Position: Q2 2026 in Review

Plotkin Financial Advisors increased its Oracle (ORCL) stake by 0.31% in Q2 2026, buying an estimated $5.07K and bringing the position to 9,060 shares worth $1.33M. The position accounts for 0.55% of the portfolio, ranked #34.

Plotkin Financial Advisors first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.54M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Plotkin Financial Advisors held 9,060 shares of Oracle worth $1.33M as of Q2 2026.
  • Plotkin Financial Advisors bought 28 Oracle shares in Q2 2026, an estimated $5.07K.
  • Oracle made up 0.55% of Plotkin Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • Plotkin Financial Advisors first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • Plotkin Financial Advisors's Oracle position peaked at $2.54M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.