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Cornerstone Wealth Management’s Oracle ORCL Stock Holding History

Cornerstone Wealth 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 		$2.51M Buy
17,094
+562
+3% +$102K 0.11% 180
2026
Q1 		$2.43M Buy
16,532
+995
+6% +$162K 0.12% 166
2025
Q4 		$3.03M Buy
15,537
+3,473
+29% +$827K 0.16% 136
2025
Q3 		$3.39M Buy
12,064
+404
+3% +$103K 0.19% 116
2025
Q2 		$2.55M Buy
11,660
+1,312
+13% +$212K 0.15% 131
2025
Q1 		$1.45M Buy
10,348
+1,863
+22% +$303K 0.1% 178
2024
Q4 		$1.41M Buy
8,485
+998
+13% +$177K 0.1% 172
2024
Q3 		$1.28M Buy
7,487
+3,535
+89% +$512K 0.09% 181
2024
Q2 		$558K Buy
3,952
+108
+3% +$13.4K 0.04% 311
2024
Q1 		$483K Buy
3,844
+396
+11% +$45.3K 0.04% 333
2023
Q4 		$364K Sell
3,448
-229
-6% -$25K 0.03% 384
2023
Q3 		$389K Buy
3,677
+358
+11% +$41.4K 0.04% 364
2023
Q2 		$395K Sell
3,319
-691
-17% -$71.4K 0.04% 350
2023
Q1 		$373K Buy
+4,010
New +$352K 0.04% 339
2022
Q3 		$448K Buy
7,341
+121
+2% +$8.86K 0.05% 278
2022
Q2 		$504K Buy
7,220
+1,817
+34% +$133K 0.06% 258
2022
Q1 		$447K Sell
5,403
-417
-7% -$33.8K 0.04% 294
2021
Q4 		$509K Buy
5,820
+732
+14% +$68.7K 0.05% 282
2021
Q3 		$443K Buy
5,088
+428
+9% +$37.8K 0.05% 293
2021
Q2 		$363K Buy
4,660
+1,734
+59% +$136K 0.04% 340
2021
Q1 		$205K Buy
+2,926
New +$189K 0.02% 434
2019
Q2 		– Sell
-5,077
Closed -$393K – 465
2019
Q1 		$393K Buy
+5,077
New +$259K 0.05% 312
2018
Q4 		– Sell
-140,890
Closed -$2.91M – 910
2018
Q3 		$2.91M Sell
140,890
-12,161
-8% -$591K 0.04% 398
2018
Q2 		$3.41M Buy
+153,051
New +$7.05M 0.04% 396

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Oracle (ORCL) stake by 3.4% in Q2 2026, buying an estimated $102K and bringing the position to 17,094 shares worth $2.51M. The position accounts for 0.11% of the portfolio, ranked #180.

Cornerstone Wealth Management first reported a position in ORCL in Q2 2018 and has held it in 24 quarters since. The position peaked at $3.41M in Q2 2018. 912 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cornerstone Wealth Management held 17,094 shares of Oracle worth $2.51M as of Q2 2026.
  • Cornerstone Wealth Management bought 562 Oracle shares in Q2 2026, an estimated $102K.
  • Oracle made up 0.11% of Cornerstone Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Cornerstone Wealth Management first reported a position in Oracle in Q2 2018 and has held it in 24 quarters since.
  • Cornerstone Wealth Management's Oracle position peaked at $3.41M in Q2 2018.
  • 912 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.