Planning Strategies Inc.’s Oracle ORCL Stock Holding History

Planning Strategies Inc.’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	$44.6K	Buy	+304	New	+$55.1K	0.03%	166

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

Planning Strategies Inc.'s ORCL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Oracle (ORCL) in Q2 2026: 304 shares worth $44.6K. The stake represents 0.03% of the portfolio and ranks #166 among its holdings.

1,379 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Planning Strategies Inc. held 304 shares of Oracle worth $44.6K as of Q2 2026.
Oracle was a new Planning Strategies Inc. position in Q2 2026.
Oracle made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #166 holding.
1,379 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.