XY Planning Network
ORCL icon

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
Q3 		$429K Buy
3,127
+259
+9% +$36.5K 0.05% 267
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

XY Planning Network's ORCL Position: Q3 2026 in Review

XY Planning Network increased its Oracle (ORCL) stake by 9% in Q3 2026, buying an estimated $36.5K and bringing the position to 3,127 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #267.

XY Planning Network first reported a position in ORCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $497K in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • XY Planning Network held 3,127 shares of Oracle worth $429K as of Q3 2026.
  • XY Planning Network bought 259 Oracle shares in Q3 2026, an estimated $36.5K.
  • Oracle made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #267 holding.
  • XY Planning Network first reported a position in Oracle in Q2 2025 and has held it in 6 quarters since.
  • XY Planning Network's Oracle position peaked at $497K in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.