Consolidated Planning Corp
ORCL icon

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
Q3 		$476K Sell
3,466
-17,003
-83% -$2.4M 0.06% 115
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Consolidated Planning Corp's ORCL Position: Q3 2026 in Review

Consolidated Planning Corp reduced its Oracle (ORCL) stake by 83% in Q3 2026, selling an estimated $2.4M and leaving 3,466 shares worth $476K. The position accounts for 0.06% of the portfolio, ranked #115.

Consolidated Planning Corp first reported a position in ORCL in Q3 2021 and has held it in 15 quarters since. The position peaked at $5.22M in Q3 2025. 2,491 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Consolidated Planning Corp held 3,466 shares of Oracle worth $476K as of Q3 2026.
  • Consolidated Planning Corp sold 17,003 Oracle shares in Q3 2026, an estimated $2.4M.
  • Oracle made up 0.06% of Consolidated Planning Corp's portfolio in Q3 2026, its #115 holding.
  • Consolidated Planning Corp first reported a position in Oracle in Q3 2021 and has held it in 15 quarters since.
  • Consolidated Planning Corp's Oracle position peaked at $5.22M in Q3 2025.
  • 2,491 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.