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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
Q2 		$3M Buy
20,469
+156
+0.8% +$28.3K 0.4% 43
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Consolidated Planning Corp's ORCL Position: Q2 2026 in Review

Consolidated Planning Corp increased its Oracle (ORCL) stake by 0.77% in Q2 2026, buying an estimated $28.3K and bringing the position to 20,469 shares worth $3M. The position accounts for 0.4% of the portfolio, ranked #43.

Consolidated Planning Corp first reported a position in ORCL in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.22M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Consolidated Planning Corp held 20,469 shares of Oracle worth $3M as of Q2 2026.
  • Consolidated Planning Corp bought 156 Oracle shares in Q2 2026, an estimated $28.3K.
  • Oracle made up 0.4% of Consolidated Planning Corp's portfolio in Q2 2026, its #43 holding.
  • Consolidated Planning Corp first reported a position in Oracle in Q3 2021 and has held it in 14 quarters since.
  • Consolidated Planning Corp's Oracle position peaked at $5.22M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.