CPC
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Consolidated Planning Corp’s Oracle ORCL Stock Holding History

Consolidated Planning Corp’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
Q1 		$2.99M Buy
20,313
+14,238
+234% +$2.31M 0.48% 37
2025
Q4 		$1.18M Sell
6,075
-12,494
-67% -$2.97M 0.12% 121
2025
Q3 		$5.22M Buy
18,569
+8,436
+83% +$2.15M 0.55% 58
2025
Q2 		$2.22M Sell
10,133
-991
-9% -$160K 0.28% 84
2025
Q1 		$1.56M Buy
11,124
+7,962
+252% +$1.3M 0.21% 88
2024
Q4 		$527K Sell
3,162
-116
-4% -$20.6K 0.07% 125
2024
Q3 		$559K Sell
3,278
-4,715
-59% -$683K 0.08% 126
2024
Q2 		$1.13M Buy
7,993
+1,050
+15% +$130K 0.19% 86
2024
Q1 		$872K Buy
6,943
+400
+6% +$45.8K 0.15% 94
2023
Q4 		$690K Buy
6,543
+221
+3% +$24.1K 0.13% 99
2023
Q3 		$670K Buy
6,322
+1,605
+34% +$186K 0.15% 98
2023
Q2 		$562K Buy
+4,717
New +$488K 0.12% 111
2021
Q4 		– Sell
-958
Closed -$83K – 335
2021
Q3 		$83K Buy
+958
New +$84.6K 0.05% 118

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Consolidated Planning Corp's ORCL Position: Q1 2026 in Review

Consolidated Planning Corp increased its Oracle (ORCL) stake by 234% in Q1 2026, buying an estimated $2.31M and bringing the position to 20,313 shares worth $2.99M. The position accounts for 0.48% of the portfolio, ranked #37.

Consolidated Planning Corp first reported a position in ORCL in Q3 2021 and has held it in 13 quarters since. The position peaked at $5.22M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Consolidated Planning Corp held 20,313 shares of Oracle worth $2.99M as of Q1 2026.
  • Consolidated Planning Corp bought 14,238 Oracle shares in Q1 2026, an estimated $2.31M.
  • Oracle made up 0.48% of Consolidated Planning Corp's portfolio in Q1 2026, its #37 holding.
  • Consolidated Planning Corp first reported a position in Oracle in Q3 2021 and has held it in 13 quarters since.
  • Consolidated Planning Corp's Oracle position peaked at $5.22M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.