Quantum Financial Planning Services’s Oracle ORCL Stock Holding History

Quantum Financial Planning Services’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	$346K	Hold	2,360	–	–	0.11%	41
2026 Q1	$347K	Sell	2,360 -92	-4%	-$15K	0.12%	35
2025 Q4	$478K	Buy	2,452 +27	+1%	+$6.43K	0.17%	29
2025 Q3	$682K	Sell	2,425 -198	-8%	-$50.4K	0.28%	16
2025 Q2	$573K	Hold	2,623	–	–	0.27%	16
2025 Q1	$367K	Buy	2,623 +93	+4%	+$15.1K	0.2%	21
2024 Q4	$422K	Buy	+2,530	New	+$449K	0.23%	20

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Quantum Financial Planning Services's ORCL Position: Q2 2026 in Review

Quantum Financial Planning Services held its Oracle (ORCL) position steady in Q2 2026 at 2,360 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #41.

Quantum Financial Planning Services first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $682K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Quantum Financial Planning Services held 2,360 shares of Oracle worth $346K as of Q2 2026.
Quantum Financial Planning Services left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.11% of Quantum Financial Planning Services's portfolio in Q2 2026, its #41 holding.
Quantum Financial Planning Services first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Quantum Financial Planning Services's Oracle position peaked at $682K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.