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Cornerstone Wealth Group’s Oracle ORCL Stock Holding History

Cornerstone Wealth 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 		$2.73M Sell
18,650
-1,887
-9% -$342K 0.16% 122
2026
Q1 		$3.72M Sell
20,537
-8
-0% -$1.3K 0.24% 104
2025
Q4 		$4M Buy
20,545
+2,599
+14% +$619K 0.27% 99
2025
Q3 		$5.05M Buy
17,946
+16
+0.1% +$4.07K 0.34% 79
2025
Q2 		$3.92M Buy
17,930
+979
+6% +$158K 0.29% 94
2025
Q1 		$2.37M Buy
16,951
+464
+3% +$75.5K 0.2% 106
2024
Q4 		$2.75M Buy
16,487
+105
+0.6% +$18.7K 0.22% 102
2024
Q3 		$2.79M Buy
16,382
+87
+0.5% +$12.6K 0.23% 100
2024
Q2 		$2.3M Buy
16,295
+1,302
+9% +$162K 0.2% 97
2024
Q1 		$1.88M Buy
14,993
+11,583
+340% +$1.33M 0.17% 101
2023
Q4 		$359K Buy
3,410
+141
+4% +$15.4K 0.05% 116
2023
Q3 		$346K Buy
3,269
+78
+2% +$9.03K 0.06% 115
2023
Q2 		$380K Buy
3,191
+3
+0.1% +$310 0.07% 115
2023
Q1 		$296K Hold
3,188
– – 0.05% 126
2022
Q4 		$261K Sell
3,188
-5,062
-61% -$385K 0.05% 114
2022
Q3 		$504K Buy
8,250
+5,260
+176% +$385K 0.11% 94
2022
Q2 		$209K Buy
2,990
+237
+9% +$17.3K 0.04% 123
2022
Q1 		$228K Sell
2,753
-389
-12% -$31.5K 0.04% 135
2021
Q4 		$274K Sell
3,142
-1,126
-26% -$106K 0.05% 131
2021
Q3 		$372K Buy
4,268
+187
+5% +$16.5K 0.07% 125
2021
Q2 		$355K Buy
4,081
+104
+3% +$8.14K 0.07% 123
2021
Q1 		$305K Buy
3,977
+262
+7% +$17K 0.06% 135
2020
Q4 		$240K Buy
3,715
+92
+3% +$5.48K 0.06% 135
2020
Q3 		$216K Hold
3,623
– – 0.06% 123
2020
Q2 		$200K Buy
+3,623
New +$192K 0.05% 120
2019
Q3 		– Sell
-3,540
Closed -$202K – 154
2019
Q2 		$202K Buy
+3,540
New +$192K 0.05% 145

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 Wealth Group's ORCL Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Oracle (ORCL) stake by 9.2% in Q2 2026, selling an estimated $342K and leaving 18,650 shares worth $2.73M. The position accounts for 0.16% of the portfolio, ranked #122.

Cornerstone Wealth Group first reported a position in ORCL in Q2 2019 and has held it in 26 quarters since. The position peaked at $5.05M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cornerstone Wealth Group held 18,650 shares of Oracle worth $2.73M as of Q2 2026.
  • Cornerstone Wealth Group sold 1,887 Oracle shares in Q2 2026, an estimated $342K.
  • Oracle made up 0.16% of Cornerstone Wealth Group's portfolio in Q2 2026, its #122 holding.
  • Cornerstone Wealth Group first reported a position in Oracle in Q2 2019 and has held it in 26 quarters since.
  • Cornerstone Wealth Group's Oracle position peaked at $5.05M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.