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Walled Lake Planning & Wealth Management’s Oracle ORCL Stock Holding History

Walled Lake Planning & Wealth Management’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 		$327K Buy
2,228
+14
+0.6% +$2.54K 0.08% 105
2026
Q1 		$326K Buy
2,214
+3
+0.1% +$488 0.1% 104
2025
Q4 		$431K Buy
2,211
+130
+6% +$31K 0.14% 85
2025
Q3 		$585K Buy
2,081
+2
+0.1% +$509 0.19% 66
2025
Q2 		$454K Buy
2,079
+5
+0.2% +$807 0.15% 78
2025
Q1 		$290K Sell
2,074
-15
-0.7% -$2.44K 0.1% 101
2024
Q4 		$348K Buy
2,089
+27
+1% +$4.8K 0.13% 90
2024
Q3 		$351K Buy
2,062
+3
+0.1% +$435 0.13% 90
2024
Q2 		$291K Buy
2,059
+4
+0.2% +$497 0.12% 93
2024
Q1 		$258K Buy
2,055
+4
+0.2% +$458 0.11% 90
2023
Q4 		$216K Buy
2,051
+4
+0.2% +$437 0.1% 95
2023
Q3 		$217K Buy
2,047
+3
+0.1% +$347 0.11% 88
2023
Q2 		$243K Buy
+2,044
New +$211K 0.12% 80
2021
Q4 		– Sell
-2,514
Closed -$219K – 250
2021
Q3 		$219K Buy
2,514
+504
+25% +$44.5K 0.14% 73
2021
Q2 		$156K Buy
2,010
+4
+0.2% +$313 0.1% 89
2021
Q1 		$141K Buy
2,006
+4
+0.2% +$259 0.1% 91
2020
Q4 		$130K Buy
2,002
+4
+0.2% +$238 0.1% 86
2020
Q3 		$119K Sell
1,998
-611
-23% -$34.7K 0.1% 87
2020
Q2 		$144K Buy
2,609
+7
+0.3% +$371 0.12% 73
2020
Q1 		$126K Buy
2,602
+8
+0.3% +$413 0.12% 74
2019
Q4 		$137K Buy
+2,594
New +$143K 0.1% 79

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ORCL Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Oracle (ORCL) stake by 0.63% in Q2 2026, buying an estimated $2.54K and bringing the position to 2,228 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #105.

Walled Lake Planning & Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 21 quarters since. The position peaked at $585K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 2,228 shares of Oracle worth $327K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 14 Oracle shares in Q2 2026, an estimated $2.54K.
  • Oracle made up 0.08% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 21 quarters since.
  • Walled Lake Planning & Wealth Management's Oracle position peaked at $585K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.