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Tempus Wealth Planning’s Oracle ORCL Stock Holding History

Tempus Wealth Planning’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 		$2.29M Buy
15,652
+163
+1% +$29.5K 0.45% 57
2026
Q1 		$2.28M Sell
15,489
-432
-3% -$70.2K 0.52% 47
2025
Q4 		$3.1M Buy
15,921
+37
+0.2% +$8.81K 0.71% 31
2025
Q3 		$4.47M Buy
15,884
+417
+3% +$106K 1.03% 21
2025
Q2 		$3.38M Buy
15,467
+1,958
+14% +$316K 0.84% 27
2025
Q1 		$1.89M Buy
13,509
+344
+3% +$56K 0.56% 43
2024
Q4 		$2.19M Buy
13,165
+234
+2% +$41.6K 0.67% 41
2024
Q3 		$2.2M Buy
12,931
+391
+3% +$56.6K 0.81% 30
2024
Q2 		$1.77M Buy
12,540
+486
+4% +$60.4K 0.74% 32
2024
Q1 		$1.51M Buy
12,054
+96
+0.8% +$11K 0.67% 33
2023
Q4 		$1.26M Sell
11,958
-262
-2% -$28.6K 0.55% 54
2023
Q3 		$1.29M Sell
12,220
-2,157
-15% -$250K 0.65% 34
2023
Q2 		$1.71M Buy
14,377
+390
+3% +$40.3K 0.77% 36
2023
Q1 		$1.3M Buy
13,987
+1,464
+12% +$128K 0.64% 37
2022
Q4 		$1.02M Hold
12,523
– – 0.62% 47
2022
Q3 		$765K Buy
12,523
+159
+1% +$11.6K 0.51% 57
2022
Q2 		$864K Buy
12,364
+50
+0.4% +$3.66K 0.71% 41
2022
Q1 		$1.02M Sell
12,314
-609
-5% -$49.3K 0.72% 40
2021
Q4 		$1.13M Buy
12,923
+76
+0.6% +$7.14K 0.61% 46
2021
Q3 		$1.12M Buy
12,847
+799
+7% +$70.6K 0.63% 45
2021
Q2 		$938K Buy
+12,048
New +$943K 0.62% 46

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tempus Wealth Planning's ORCL Position: Q2 2026 in Review

Tempus Wealth Planning increased its Oracle (ORCL) stake by 1.1% in Q2 2026, buying an estimated $29.5K and bringing the position to 15,652 shares worth $2.29M. The position accounts for 0.45% of the portfolio, ranked #57.

Tempus Wealth Planning first reported a position in ORCL in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.47M in Q3 2025. 3,512 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Tempus Wealth Planning held 15,652 shares of Oracle worth $2.29M as of Q2 2026.
  • Tempus Wealth Planning bought 163 Oracle shares in Q2 2026, an estimated $29.5K.
  • Oracle made up 0.45% of Tempus Wealth Planning's portfolio in Q2 2026, its #57 holding.
  • Tempus Wealth Planning first reported a position in Oracle in Q2 2021 and has held it in 21 quarters since.
  • Tempus Wealth Planning's Oracle position peaked at $4.47M in Q3 2025.
  • 3,512 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.