Consolidated Capital Management’s Oracle ORCL Stock Holding History

Consolidated Capital Management’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	$507K	Hold	3,457	–	–	0.14%	44
2026 Q1	$509K	Hold	3,457	–	–	0.16%	44
2025 Q4	$674K	Buy	3,457 +1,500	+77%	+$357K	0.2%	45
2025 Q3	$550K	Hold	1,957	–	–	0.19%	35
2025 Q2	$428K	Sell	1,957 -500	-20%	-$80.7K	0.15%	33
2025 Q1	$344K	Buy	+2,457	New	+$400K	0.14%	35

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Consolidated Capital Management's ORCL Position: Q2 2026 in Review

Consolidated Capital Management held its Oracle (ORCL) position steady in Q2 2026 at 3,457 shares worth $507K. The position accounts for 0.14% of the portfolio, ranked #44.

Consolidated Capital Management first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $674K in Q4 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Consolidated Capital Management held 3,457 shares of Oracle worth $507K as of Q2 2026.
Consolidated Capital Management left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.14% of Consolidated Capital Management's portfolio in Q2 2026, its #44 holding.
Consolidated Capital Management first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
Consolidated Capital Management's Oracle position peaked at $674K in Q4 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Consolidated Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.