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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

S.E.E.D. Planning Group's ORCL Position: Q1 2026 in Review

S.E.E.D. Planning Group reduced its Oracle (ORCL) stake by 0.46% in Q1 2026, selling an estimated $1.3K and leaving 1,744 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #79.

S.E.E.D. Planning Group first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $496K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • S.E.E.D. Planning Group held 1,744 shares of Oracle worth $257K as of Q1 2026.
  • S.E.E.D. Planning Group sold 8 Oracle shares in Q1 2026, an estimated $1.3K.
  • Oracle made up 0.07% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #79 holding.
  • S.E.E.D. Planning Group first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
  • S.E.E.D. Planning Group's Oracle position peaked at $496K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.