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Vertex Planning Partners’s Oracle ORCL Stock Holding History

Vertex Planning Partners’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 		$313K Sell
2,130
-8
-0.4% -$1.3K 0.06% 107
2025
Q4 		$417K Sell
2,138
-885
-29% -$211K 0.1% 83
2025
Q3 		$850K Buy
3,023
+91
+3% +$23.2K 0.16% 79
2025
Q2 		$641K Buy
2,932
+25
+0.9% +$4.04K 0.13% 87
2025
Q1 		$406K Sell
2,907
-277
-9% -$45.1K 0.09% 118
2024
Q4 		$531K Buy
+3,184
New +$566K 0.12% 101

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vertex Planning Partners's ORCL Position: Q1 2026 in Review

Vertex Planning Partners reduced its Oracle (ORCL) stake by 0.37% in Q1 2026, selling an estimated $1.3K and leaving 2,130 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #107.

Vertex Planning Partners first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $850K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Vertex Planning Partners held 2,130 shares of Oracle worth $313K as of Q1 2026.
  • Vertex Planning Partners sold 8 Oracle shares in Q1 2026, an estimated $1.3K.
  • Oracle made up 0.06% of Vertex Planning Partners's portfolio in Q1 2026, its #107 holding.
  • Vertex Planning Partners first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Vertex Planning Partners's Oracle position peaked at $850K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.