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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
2025
Q4 		– Sell
-1,000
Closed -$281K – 142
2025
Q3 		$281K Buy
+1,000
New +$255K 0.09% 114

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.