Strategic Planning Group’s Oracle ORCL Stock Holding History

Strategic 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 Q2	$3.45M	Buy	23,515 +599	+3%	+$109K	0.38%	50
2026 Q1	$3.37M	Sell	22,916 -19,935	-47%	-$3.24M	0.47%	48
2025 Q4	$8.35M	Buy	42,851 +11,532	+37%	+$2.75M	1.08%	34
2025 Q3	$8.81M	Buy	31,319 +1,556	+5%	+$396K	1.19%	27
2025 Q2	$6.51M	Buy	29,763 +1,892	+7%	+$306K	1.06%	28
2025 Q1	$3.9M	Buy	27,871 +634	+2%	+$103K	0.76%	51
2024 Q4	$4.54M	Buy	27,237 +532	+2%	+$94.5K	0.83%	35
2024 Q3	$4.55M	Buy	26,705 +1,467	+6%	+$212K	0.9%	35
2024 Q2	$3.56M	Buy	25,238 +1,957	+8%	+$243K	0.78%	44
2024 Q1	$2.92M	Buy	23,281 +5,301	+29%	+$607K	0.73%	38
2023 Q4	$1.9M	Buy	+17,980	New	+$1.96M	0.63%	59

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Strategic Planning Group's ORCL Position: Q2 2026 in Review

Strategic Planning Group increased its Oracle (ORCL) stake by 2.6% in Q2 2026, buying an estimated $109K and bringing the position to 23,515 shares worth $3.45M. The position accounts for 0.38% of the portfolio, ranked #50.

Strategic Planning Group first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.81M in Q3 2025. 1,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Strategic Planning Group held 23,515 shares of Oracle worth $3.45M as of Q2 2026.
Strategic Planning Group bought 599 Oracle shares in Q2 2026, an estimated $109K.
Oracle made up 0.38% of Strategic Planning Group's portfolio in Q2 2026, its #50 holding.
Strategic Planning Group first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Strategic Planning Group's Oracle position peaked at $8.81M in Q3 2025.
1,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.