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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
Q2 		$415K Buy
2,835
+705
+33% +$128K 0.06% 104
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 $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

Vertex Planning Partners's ORCL Position: Q2 2026 in Review

Vertex Planning Partners increased its Oracle (ORCL) stake by 33% in Q2 2026, buying an estimated $128K and bringing the position to 2,835 shares worth $415K. The position accounts for 0.06% of the portfolio, ranked #104.

Vertex Planning Partners first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $850K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Vertex Planning Partners held 2,835 shares of Oracle worth $415K as of Q2 2026.
  • Vertex Planning Partners bought 705 Oracle shares in Q2 2026, an estimated $128K.
  • Oracle made up 0.06% of Vertex Planning Partners's portfolio in Q2 2026, its #104 holding.
  • Vertex Planning Partners first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Vertex Planning Partners's Oracle position peaked at $850K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.