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Cornerstone Planning Group’s Oracle ORCL Stock Holding History

Cornerstone Planning Group’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 		$97.1K Sell
771
-117
-13% -$21.2K 0.01% 254
2026
Q1 		$164K Buy
888
+158
+22% +$25.7K 0.02% 183
2025
Q4 		$126K Buy
730
+27
+4% +$6.43K 0.02% 185
2025
Q3 		$66.9K Sell
703
-137
-16% -$34.9K 0.01% 271
2025
Q2 		$215K Buy
840
+111
+15% +$17.9K 0.04% 82
2025
Q1 		$95.8K Buy
729
+313
+75% +$51K 0.02% 146
2024
Q4 		$65.9K Buy
416
+19
+5% +$3.38K 0.02% 152
2024
Q3 		$68.8K Buy
397
+20
+5% +$2.9K 0.02% 150
2024
Q2 		$48.2K Buy
377
+25
+7% +$3.1K 0.01% 203
2024
Q1 		$40.7K Sell
352
-23
-6% -$2.63K 0.01% 197
2023
Q4 		$39.5K Buy
375
+33
+10% +$3.6K 0.01% 215
2023
Q3 		$36.2K Buy
342
+317
+1,268% +$36.7K 0.01% 216
2023
Q2 		$2.98K Buy
+25
New +$2.58K ﹤0.01% 1058
2022
Q4 		$27.9K Buy
+325
New +$24.7K 0.01% 362

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cornerstone Planning Group's ORCL Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Oracle (ORCL) stake by 13% in Q2 2026, selling an estimated $21.2K and leaving 771 shares worth $97.1K. The position accounts for 0.01% of the portfolio, ranked #254.

Cornerstone Planning Group first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $215K in Q2 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cornerstone Planning Group held 771 shares of Oracle worth $97.1K as of Q2 2026.
  • Cornerstone Planning Group sold 117 Oracle shares in Q2 2026, an estimated $21.2K.
  • Oracle made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #254 holding.
  • Cornerstone Planning Group first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Oracle position peaked at $215K in Q2 2025.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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