Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionRetirement Planning Group
Latest Disclosed Ownership3,002 shares
Latest Disclosed Value $ 441,661
Retirement Planning Group reports 34.67% decrease in ownership of ORCL / Oracle Corporation

On May 4, 2026 - Retirement Planning Group filed a 13F-HR form disclosing ownership of 3,002 shares of Oracle Corporation (MX:ORCL) valued at $441,661 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 4,595 shares of Oracle Corporation. This represents a change in shares of -34.67% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F ORACLE COM 68389X105 3,002 -1,593 -34.67 442 -50.73 0.0137
2026-02-03 2025-12-31 13F ORACLE COM 68389X105 4,595 361 8.53 896 -24.79 0.0294
2025-10-27 2025-09-30 13F ORACLE COM 68389X105 4,234 545 14.77 1,191 47.64 0.0414
2025-07-30 2025-06-30 13F ORACLE COM 68389X105 3,689 290 8.53 807 69.68 0.0343
2025-04-10 2025-03-31 13F ORACLE COM 68389X105 3,399 -151 -4.25 475 -19.63 0.0223
2025-02-18 2024-12-31 13F ORACLE COM 68389X105 3,550 269 8.20 592 5.72 0.0298
2024-10-10 2024-09-30 13F ORACLE COM 68389X105 3,281 273 9.08 559 31.84 0.0305
2024-07-12 2024-06-30 13F ORACLE COM 68389X105 3,008 -880 -22.63 425 -13.11 0.0270
2024-04-12 2024-03-31 13F ORACLE COM 68389X105 3,888 97 2.56 488 22.31 0.0374
2024-01-16 2023-12-31 13F ORACLE COM 68389X105 3,791 826 27.86 400 27.07 0.0358
2023-10-25 2023-09-30 13F ORACLE COM 68389X105 2,965 0 0.00 314 -11.05 0.0333
2023-07-24 2023-06-30 13F ORACLE COM 68389X105 2,965 1 0.03 353 28.36 0.0352
2023-04-20 2023-03-31 13F ORACLE COM 68389X105 2,964 2,964 275 0.0293
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.