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Virginia Estate & Retirement Planning Advisors’s Oracle ORCL Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$101K Hold
682
– – 0.12% 37
2026
Q1 		$96.2K Buy
+682
New +$111K 0.17% 21

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

Virginia Estate & Retirement Planning Advisors's ORCL Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Oracle (ORCL) position steady in Q2 2026 at 682 shares worth $101K. The position accounts for 0.12% of the portfolio, ranked #37.

Virginia Estate & Retirement Planning Advisors first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. 3,480 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 682 shares of Oracle worth $101K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.12% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #37 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
  • 3,480 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.