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Oracle Corporation shares owned by Holistic Planning

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Oracle Corporation

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All positions including Oracle Corporation held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $317k 1.9k 166.65
2024-09-30 $316k 1.9k 170.39

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Oracle Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
Franklin Resources
Loomis, Sayles and
Fisher Investments
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Henderson Group
Legal & General Group
First Eagle Investment Management

View all funds holding Oracle Corporation