Spartan Planning & Wealth Management’s Oracle ORCL Stock Holding History

Spartan Planning & Wealth Management’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	–	Sell	-1,746	Closed	-$340K	–	86
2025 Q4	$340K	Sell	1,746 -1,038	-37%	-$247K	0.25%	56
2025 Q3	$783K	Buy	2,784 +267	+11%	+$68K	0.61%	33
2025 Q2	$550K	Buy	2,517 +658	+35%	+$106K	0.47%	37
2025 Q1	$260K	Sell	1,859 -1,440	-44%	-$234K	0.25%	56
2024 Q4	$550K	Buy	+3,299	New	+$586K	0.5%	39
2023 Q4	$149K	Buy	1,412 +1,158	+456%	+$126K	0.16%	71
2023 Q3	$26.9K	Buy	+254	New	+$29.4K	0.03%	98
2022 Q4	$67.2K	Buy	+822	New	+$62.5K	0.08%	92

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

Spartan Planning & Wealth Management's ORCL Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,746 shares — an estimated $340K sold.

Spartan Planning & Wealth Management first reported a position in ORCL in Q4 2022 and held it in 8 quarters. The position peaked at $783K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 1,746 Oracle shares in Q1 2026, an estimated $340K.
Spartan Planning & Wealth Management first reported a position in Oracle in Q4 2022 and held it in 8 quarters.
Spartan Planning & Wealth Management's Oracle position peaked at $783K in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.