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United Financial Planning Group’s Oracle ORCL Stock Holding History

United Financial 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 		$213K Sell
1,452
-59
-4% -$10.7K 0.11% 54
2026
Q1 		$222K Sell
1,511
-909
-38% -$148K 0.13% 48
2025
Q4 		$472K Buy
2,420
+1,881
+349% +$448K 0.29% 32
2025
Q3 		$152K Buy
+539
New +$137K 0.1% 54

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 $3.38T AUM 44.17% 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

United Financial Planning Group's ORCL Position: Q2 2026 in Review

United Financial Planning Group reduced its Oracle (ORCL) stake by 3.9% in Q2 2026, selling an estimated $10.7K and leaving 1,452 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #54.

United Financial Planning Group first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $472K in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • United Financial Planning Group held 1,452 shares of Oracle worth $213K as of Q2 2026.
  • United Financial Planning Group sold 59 Oracle shares in Q2 2026, an estimated $10.7K.
  • Oracle made up 0.11% of United Financial Planning Group's portfolio in Q2 2026, its #54 holding.
  • United Financial Planning Group first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Oracle position peaked at $472K in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.