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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
Q2 		$396K Sell
2,700
-302
-10% -$54.7K 0.01% 377
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
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

Retirement Planning Group (Kansas)'s ORCL Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Oracle (ORCL) stake by 10% in Q2 2026, selling an estimated $54.7K and leaving 2,700 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #377.

Retirement Planning Group (Kansas) first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.19M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Retirement Planning Group (Kansas) held 2,700 shares of Oracle worth $396K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 302 Oracle shares in Q2 2026, an estimated $54.7K.
  • Oracle made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #377 holding.
  • Retirement Planning Group (Kansas) first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • Retirement Planning Group (Kansas)'s Oracle position peaked at $1.19M in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.