Retirement Planning Group (Kansas)’s Oracle ORCL Stock Holding History

Retirement Planning Group (Kansas)’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	$442K	Sell	3,002 -1,593	-35%	-$259K	0.01%	324
2025 Q4	$896K	Buy	4,595 +361	+9%	+$86K	0.03%	202
2025 Q3	$1.19M	Buy	4,234 +545	+15%	+$139K	0.04%	165
2025 Q2	$807K	Buy	3,689 +290	+9%	+$46.8K	0.03%	172
2025 Q1	$475K	Sell	3,399 -151	-4%	-$24.6K	0.02%	198
2024 Q4	$592K	Buy	3,550 +269	+8%	+$47.8K	0.03%	175
2024 Q3	$559K	Buy	3,281 +273	+9%	+$39.5K	0.03%	173
2024 Q2	$425K	Sell	3,008 -880	-23%	-$109K	0.03%	168
2024 Q1	$488K	Buy	3,888 +97	+3%	+$11.1K	0.04%	143
2023 Q4	$400K	Buy	3,791 +826	+28%	+$90.1K	0.04%	129
2023 Q3	$314K	Hold	2,965	–	–	0.03%	119
2023 Q2	$353K	Buy	2,965 +1	+0%	+$103	0.04%	118
2023 Q1	$275K	Buy	+2,964	New	+$260K	0.03%	121

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Planning Group (Kansas)'s ORCL Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Oracle (ORCL) stake by 35% in Q1 2026, selling an estimated $259K and leaving 3,002 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #324.

Retirement Planning Group (Kansas) first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.19M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Retirement Planning Group (Kansas) held 3,002 shares of Oracle worth $442K as of Q1 2026.
Retirement Planning Group (Kansas) sold 1,593 Oracle shares in Q1 2026, an estimated $259K.
Oracle made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #324 holding.
Retirement Planning Group (Kansas) first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
Retirement Planning Group (Kansas)'s Oracle position peaked at $1.19M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.