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XY Planning Network’s Oracle ORCL Stock Holding History

XY Planning Network’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 		$420K Buy
2,868
+190
+7% +$34.4K 0.05% 228
2026
Q1 		$389K Buy
2,678
+1,015
+61% +$165K 0.06% 205
2025
Q4 		$324K Sell
1,663
-608
-27% -$145K 0.06% 205
2025
Q3 		$497K Hold
2,271
– – 0.17% 110
2025
Q2 		$497K Buy
+2,271
New +$367K 0.17% 110

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

XY Planning Network's ORCL Position: Q2 2026 in Review

XY Planning Network increased its Oracle (ORCL) stake by 7.1% in Q2 2026, buying an estimated $34.4K and bringing the position to 2,868 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #228.

XY Planning Network first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $497K in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • XY Planning Network held 2,868 shares of Oracle worth $420K as of Q2 2026.
  • XY Planning Network bought 190 Oracle shares in Q2 2026, an estimated $34.4K.
  • Oracle made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #228 holding.
  • XY Planning Network first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • XY Planning Network's Oracle position peaked at $497K in Q3 2025.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.