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Cornerstone Planning’s Oracle ORCL Stock Holding History

Cornerstone Planning’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 		$1.76M Buy
11,968
+46
+0.4% +$8.34K 0.41% 76
2026
Q1 		$1.76M Sell
11,922
-4,838
-29% -$786K 0.4% 86
2025
Q4 		$3.28M Buy
+16,760
New +$3.99M 0.76% 45
2024
Q4 		$2.15M Buy
+12,925
New +$2.3M 0.82% 32

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 Planning's ORCL Position: Q2 2026 in Review

Cornerstone Planning increased its Oracle (ORCL) stake by 0.39% in Q2 2026, buying an estimated $8.34K and bringing the position to 11,968 shares worth $1.76M. The position accounts for 0.41% of the portfolio, ranked #76.

Cornerstone Planning first reported a position in ORCL in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.28M in Q4 2025. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cornerstone Planning held 11,968 shares of Oracle worth $1.76M as of Q2 2026.
  • Cornerstone Planning bought 46 Oracle shares in Q2 2026, an estimated $8.34K.
  • Oracle made up 0.41% of Cornerstone Planning's portfolio in Q2 2026, its #76 holding.
  • Cornerstone Planning first reported a position in Oracle in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Oracle position peaked at $3.28M in Q4 2025.
  • 3,499 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.