WealthPlan Investment Management’s Oracle ORCL Stock Holding History

WealthPlan Investment 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	$6.72M	Buy	45,841 +4,984	+12%	+$903K	0.33%	72
2026 Q1	$6.01M	Buy	40,857 +12,684	+45%	+$2.06M	0.33%	73
2025 Q4	$5.49M	Buy	28,173 +19,328	+219%	+$4.6M	0.35%	78
2025 Q3	$2.49M	Sell	8,845 -4,495	-34%	-$1.14M	0.17%	112
2025 Q2	$2.92M	Buy	13,340 +2,634	+25%	+$425K	0.21%	103
2025 Q1	$1.5M	Buy	10,706 +4,464	+72%	+$727K	0.15%	113
2024 Q4	$1.04M	Buy	6,242 +4,604	+281%	+$818K	0.1%	129
2024 Q3	$279K	Buy	+1,638	New	+$237K	0.03%	215
2022 Q1	$281K	Buy	+3,823	New	+$310K	0.02%	327

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WealthPlan Investment Management's ORCL Position: Q2 2026 in Review

WealthPlan Investment Management increased its Oracle (ORCL) stake by 12% in Q2 2026, buying an estimated $903K and bringing the position to 45,841 shares worth $6.72M. The position accounts for 0.33% of the portfolio, ranked #72.

WealthPlan Investment Management first reported a position in ORCL in Q1 2022 and has held it in 9 quarters since. 1,378 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

WealthPlan Investment Management held 45,841 shares of Oracle worth $6.72M as of Q2 2026.
WealthPlan Investment Management bought 4,984 Oracle shares in Q2 2026, an estimated $903K.
Oracle made up 0.33% of WealthPlan Investment Management's portfolio in Q2 2026, its #72 holding.
WealthPlan Investment Management first reported a position in Oracle in Q1 2022 and has held it in 9 quarters since.
1,378 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.