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Cornerstone Financial Management’s Oracle ORCL Stock Holding History

Cornerstone Financial 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 		$40.9K Buy
279
+110
+65% +$19.9K 0.03% 172
2026
Q1 		$24.9K Buy
169
+26
+18% +$4.23K 0.02% 179
2025
Q4 		$27.9K Buy
+143
New +$34K 0.03% 155

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

Cornerstone Financial Management's ORCL Position: Q2 2026 in Review

Cornerstone Financial Management increased its Oracle (ORCL) stake by 65% in Q2 2026, buying an estimated $19.9K and bringing the position to 279 shares worth $40.9K. The position accounts for 0.03% of the portfolio, ranked #172.

Cornerstone Financial Management first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cornerstone Financial Management held 279 shares of Oracle worth $40.9K as of Q2 2026.
  • Cornerstone Financial Management bought 110 Oracle shares in Q2 2026, an estimated $19.9K.
  • Oracle made up 0.03% of Cornerstone Financial Management's portfolio in Q2 2026, its #172 holding.
  • Cornerstone Financial Management first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.