WealthPLAN Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $786K | Buy |
5,365
+1,365
| +34% | +$247K | 0.15% | 123 |
|
|
2026
Q1 | $588K | Sell |
4,000
-2,118
| -35% | -$344K | 0.11% | 145 |
|
|
2025
Q4 | $1.19M | Buy |
6,118
+1,432
| +31% | +$341K | 0.18% | 117 |
|
|
2025
Q3 | $1.32M | Buy |
4,686
+897
| +24% | +$228K | 0.2% | 114 |
|
|
2025
Q2 | $828K | Buy |
3,789
+82
| +2% | +$13.2K | 0.13% | 135 |
|
|
2025
Q1 | $518K | Sell |
3,707
-136
| -4% | -$22.1K | 0.07% | 165 |
|
|
2024
Q4 | $640K | Buy |
3,843
+693
| +22% | +$123K | 0.09% | 152 |
|
|
2024
Q3 | $537K | Sell |
3,150
-285
| -8% | -$41.3K | 0.07% | 174 |
|
|
2024
Q2 | $485K | Buy |
3,435
+10
| +0.3% | +$1.24K | 0.05% | 209 |
|
|
2024
Q1 | $430K | Buy |
3,425
+1,431
| +72% | +$164K | 0.04% | 219 |
|
|
2023
Q4 | $210K | Sell |
1,994
-25
| -1% | -$2.73K | 0.02% | 301 |
|
|
2023
Q3 | $214K | Buy |
2,019
+92
| +5% | +$10.6K | 0.02% | 292 |
|
|
2023
Q2 | $229K | Sell |
1,927
-280
| -13% | -$28.9K | 0.03% | 272 |
|
|
2023
Q1 | $205K | Buy |
+2,207
| New | +$194K | 0.02% | 300 |
|
|
2022
Q1 | $281K | Sell |
3,823
-478
| -11% | -$38.7K | 0.02% | 327 |
|
|
2021
Q4 | $349K | Buy |
4,301
+244
| +6% | +$22.9K | 0.02% | 298 |
|
|
2021
Q3 | $365K | Sell |
4,057
-55
| -1% | -$4.86K | 0.02% | 294 |
|
|
2021
Q2 | $369K | Sell |
4,112
-13
| -0.3% | -$1.02K | 0.03% | 266 |
|
|
2021
Q1 | $324K | Buy |
4,125
+78
| +2% | +$5.05K | 0.03% | 266 |
|
|
2020
Q4 | $256K | Sell |
4,047
-49
| -1% | -$2.92K | 0.02% | 289 |
|
|
2020
Q3 | $231K | Sell |
4,096
-4,218
| -51% | -$240K | 0.02% | 282 |
|
|
2020
Q2 | $449K | Sell |
8,314
-972
| -10% | -$51.5K | 0.05% | 197 |
|
|
2020
Q1 | $491K | Buy |
9,286
+4,586
| +98% | +$237K | 0.06% | 155 |
|
|
2019
Q4 | $262K | Buy |
+4,700
| New | +$259K | 0.03% | 214 |
|
|
2017
Q2 | – | Sell |
-613
| Closed | -$27.3K | – | 343 |
|
|
2017
Q1 | $27.3K | Buy |
+613
| New | +$25.5K | 0.09% | 154 |
|
|
2016
Q3 | $71.3K | Sell |
1,834
-200
| -10% | -$8.15K | 0.02% | 276 |
|
|
2016
Q2 | $60.8K | Buy |
+2,034
| New | +$81.2K | 0.01% | 819 |
|
|
2015
Q4 | $38K | Buy |
+2,186
| New | +$83.5K | 0.01% | 698 |
|
|
2015
Q2 | $51K | Buy |
1,276
+289
| +29% | +$12.5K | 0.02% | 169 |
|
|
2015
Q1 | $42K | Buy |
+987
| New | +$42.8K | 0.02% | 255 |
|
Other funds holding ORCL
WealthPLAN Partners's ORCL Position: Q2 2026 in Review
WealthPLAN Partners increased its Oracle (ORCL) stake by 34% in Q2 2026, buying an estimated $247K and bringing the position to 5,365 shares worth $786K. The position accounts for 0.15% of the portfolio, ranked #123.
WealthPLAN Partners first reported a position in ORCL in Q1 2015 and has held it in 30 quarters since. The position peaked at $1.32M in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- WealthPLAN Partners held 5,365 shares of Oracle worth $786K as of Q2 2026.
- WealthPLAN Partners bought 1,365 Oracle shares in Q2 2026, an estimated $247K.
- Oracle made up 0.15% of WealthPLAN Partners's portfolio in Q2 2026, its #123 holding.
- WealthPLAN Partners first reported a position in Oracle in Q1 2015 and has held it in 30 quarters since.
- WealthPLAN Partners's Oracle position peaked at $1.32M in Q3 2025.
- 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.