S.E.E.D. Planning Group’s Oracle ORCL Stock Holding History

S.E.E.D. Planning Group’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 Q3	$320K	Buy	2,333 +499	+27%	+$70.4K	0.08%	87
2026 Q2	$269K	Buy	1,834 +90	+5%	+$16.3K	0.07%	84
2026 Q1	$257K	Sell	1,744 -8	-0.5%	-$1.3K	0.07%	79
2025 Q4	$341K	Sell	1,752 -10	-0.6%	-$2.38K	0.1%	67
2025 Q3	$496K	Sell	1,762 -27	-2%	-$6.88K	0.14%	58
2025 Q2	$391K	Buy	1,789 +80	+5%	+$12.9K	0.12%	63
2025 Q1	$239K	Hold	1,709	–	–	0.08%	70
2024 Q4	$285K	Hold	1,709	–	–	0.1%	74
2024 Q3	$291K	Buy	1,709 +199	+13%	+$28.8K	0.1%	72
2024 Q2	$213K	Buy	+1,510	New	+$188K	0.08%	74

Other funds holding ORCL

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

S.E.E.D. Planning Group's ORCL Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its Oracle (ORCL) stake by 27% in Q3 2026, buying an estimated $70.4K and bringing the position to 2,333 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #87.

S.E.E.D. Planning Group first reported a position in ORCL in Q2 2024 and has held it in 10 quarters since. The position peaked at $496K in Q3 2025. 678 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

S.E.E.D. Planning Group held 2,333 shares of Oracle worth $320K as of Q3 2026.
S.E.E.D. Planning Group bought 499 Oracle shares in Q3 2026, an estimated $70.4K.
Oracle made up 0.08% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #87 holding.
S.E.E.D. Planning Group first reported a position in Oracle in Q2 2024 and has held it in 10 quarters since.
S.E.E.D. Planning Group's Oracle position peaked at $496K in Q3 2025.
678 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.