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Cornerstone Advisory’s Oracle ORCL Stock Holding History

Cornerstone Advisory’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 		$2.09M Buy
14,277
+65
+0.5% +$11.8K 0.17% 83
2026
Q1 		$2.09M Buy
14,212
+951
+7% +$155K 0.2% 75
2025
Q4 		$2.58M Sell
13,261
-88
-0.7% -$21K 0.25% 64
2025
Q3 		$3.75M Buy
13,349
+388
+3% +$98.8K 0.37% 52
2025
Q2 		$2.83M Sell
12,961
-111
-0.8% -$17.9K 0.3% 55
2025
Q1 		$1.93M Buy
13,072
+104
+0.8% +$16.9K 0.23% 66
2024
Q4 		$2.26M Buy
12,968
+3,299
+34% +$586K 0.26% 61
2024
Q3 		$1.65M Sell
9,669
-262
-3% -$38K 0.22% 67
2024
Q2 		$1.4M Buy
9,931
+376
+4% +$46.7K 0.2% 70
2024
Q1 		$1.2M Buy
9,555
+658
+7% +$75.3K 0.17% 77
2023
Q4 		$938K Buy
8,897
+321
+4% +$35K 0.15% 86
2023
Q3 		$908K Buy
8,576
+54
+0.6% +$6.25K 0.16% 87
2023
Q2 		$1.01M Buy
8,522
+740
+10% +$76.5K 0.18% 81
2023
Q1 		$723K Buy
7,782
+65
+0.8% +$5.7K 0.13% 110
2022
Q4 		$631K Buy
7,717
+1,358
+21% +$103K 0.12% 107
2022
Q3 		$388K Sell
6,359
-270
-4% -$19.8K 0.09% 131
2022
Q2 		$463K Sell
6,629
-115
-2% -$8.42K 0.11% 119
2022
Q1 		$558K Sell
6,744
-1,446
-18% -$117K 0.09% 159
2021
Q4 		$714K Buy
8,190
+1,458
+22% +$137K 0.1% 147
2021
Q3 		$587K Buy
6,732
+10
+0.1% +$883 0.1% 154
2021
Q2 		$523K Buy
6,722
+1
+0% +$78 0.09% 155
2021
Q1 		$472K Hold
6,721
– – 0.09% 157
2020
Q4 		$435K Buy
6,721
+202
+3% +$12K 0.09% 152
2020
Q3 		$389K Hold
6,519
– – 0.09% 142
2020
Q2 		$360K Hold
6,519
– – 0.09% 132
2020
Q1 		$315K Sell
6,519
-68
-1% -$3.51K 0.1% 123
2019
Q4 		$349K Buy
6,587
+16
+0.2% +$881 0.07% 136
2019
Q3 		$362K Hold
6,571
– – 0.08% 123
2019
Q2 		$374K Sell
6,571
-797
-11% -$43.1K 0.08% 123
2019
Q1 		$396K Sell
7,368
-108
-1% -$5.5K 0.09% 118
2018
Q4 		$338K Buy
7,476
+208
+3% +$9.97K 0.09% 116
2018
Q3 		$375K Sell
7,268
-100
-1% -$4.86K 0.11% 109
2018
Q2 		$325K Hold
7,368
– – 0.11% 116
2018
Q1 		$337K Hold
7,368
– – 0.12% 111
2017
Q4 		$348K Buy
7,368
+100
+1% +$4.91K 0.12% 112
2017
Q3 		$351K Sell
7,268
-100
-1% -$4.98K 0.12% 113
2017
Q2 		$369K Hold
7,368
– – 0.12% 105
2017
Q1 		$329K Buy
7,368
+243
+3% +$10.1K 0.17% 83
2016
Q4 		$274K Hold
7,125
– – 0.21% 71
2016
Q3 		$280K Hold
7,125
– – 0.23% 63
2016
Q2 		$292K Hold
7,125
– – 0.25% 61
2016
Q1 		$291K Hold
7,125
– – 0.25% 62
2015
Q4 		$260K Buy
+7,125
New +$272K 0.22% 66

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Cornerstone Advisory's ORCL Position: Q2 2026 in Review

Cornerstone Advisory increased its Oracle (ORCL) stake by 0.46% in Q2 2026, buying an estimated $11.8K and bringing the position to 14,277 shares worth $2.09M. The position accounts for 0.17% of the portfolio, ranked #83.

Cornerstone Advisory first reported a position in ORCL in Q4 2015 and has held it in 43 quarters since. The position peaked at $3.75M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cornerstone Advisory held 14,277 shares of Oracle worth $2.09M as of Q2 2026.
  • Cornerstone Advisory bought 65 Oracle shares in Q2 2026, an estimated $11.8K.
  • Oracle made up 0.17% of Cornerstone Advisory's portfolio in Q2 2026, its #83 holding.
  • Cornerstone Advisory first reported a position in Oracle in Q4 2015 and has held it in 43 quarters since.
  • Cornerstone Advisory's Oracle position peaked at $3.75M in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.