WP
ORCL icon

WealthPLAN Partners’s Oracle ORCL Stock Holding History

WealthPLAN Partners’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 		$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

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

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. 1,681 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.
  • 1,681 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.