St. Louis Financial Planners Asset Management’s Oracle ORCL Stock Holding History

St. Louis Financial Planners Asset 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 Q2	–	Sell	-17,505	Closed	-$2.58M	–	41
2026 Q1	$2.58M	Buy	17,505 +1,712	+11%	+$278K	1.46%	23
2025 Q4	$3.08M	Sell	15,793 -1,315	-8%	-$313K	1.89%	20
2025 Q3	$4.81M	Buy	17,108 +936	+6%	+$238K	3.1%	6
2025 Q2	$3.54M	Buy	+16,172	New	+$2.61M	2.7%	9
2024 Q4	–	Sell	-14,689	Closed	-$2.51M	–	37
2024 Q3	$2.51M	Buy	14,689 +465	+3%	+$67.4K	1.99%	9
2024 Q2	$2.04M	Sell	14,224 -132	-0.9%	-$16.4K	1.75%	21
2024 Q1	$1.81M	Sell	14,356 -166	-1%	-$19K	1.63%	27
2023 Q4	$1.53M	Buy	+14,522	New	+$1.58M	1.43%	28

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

St. Louis Financial Planners Asset Management's ORCL Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management sold out of Oracle (ORCL) in Q2 2026, closing a stake of 17,505 shares — an estimated $2.58M sold.

St. Louis Financial Planners Asset Management first reported a position in ORCL in Q4 2023 and held it in 8 quarters. The position peaked at $4.81M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

St. Louis Financial Planners Asset Management reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 17,505 Oracle shares in Q2 2026, an estimated $2.58M.
St. Louis Financial Planners Asset Management first reported a position in Oracle in Q4 2023 and held it in 8 quarters.
St. Louis Financial Planners Asset Management's Oracle position peaked at $4.81M in Q3 2025.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.