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W.H. Cornerstone Investments’s Oracle ORCL Stock Holding History

W.H. Cornerstone Investments’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 		$321K Sell
2,192
-57
-3% -$10.3K 0.18% 104
2026
Q1 		$331K Buy
2,249
+25
+1% +$4.06K 0.21% 86
2025
Q4 		$433K Buy
2,224
+5
+0.2% +$1.19K 0.26% 74
2025
Q3 		$624K Buy
2,219
+3
+0.1% +$764 0.38% 59
2025
Q2 		$485K Buy
2,216
+7
+0.3% +$1.13K 0.31% 73
2025
Q1 		$309K Buy
2,209
+5
+0.2% +$814 0.21% 89
2024
Q4 		$367K Buy
2,204
+5
+0.2% +$888 0.25% 90
2024
Q3 		$375K Buy
2,199
+6
+0.3% +$869 0.25% 82
2024
Q2 		$310K Buy
2,193
+7
+0.3% +$869 0.22% 93
2024
Q1 		$275K Buy
2,186
+7
+0.3% +$801 0.2% 109
2023
Q4 		$230K Buy
2,179
+8
+0.4% +$873 0.18% 118
2023
Q3 		$230K Buy
2,171
+7
+0.3% +$810 0.2% 111
2023
Q2 		$258K Buy
2,164
+8
+0.4% +$827 0.23% 97
2023
Q1 		$200K Buy
+2,156
New +$189K 0.18% 129

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

W.H. Cornerstone Investments's ORCL Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Oracle (ORCL) stake by 2.5% in Q2 2026, selling an estimated $10.3K and leaving 2,192 shares worth $321K. The position accounts for 0.18% of the portfolio, ranked #104.

W.H. Cornerstone Investments first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $624K in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • W.H. Cornerstone Investments held 2,192 shares of Oracle worth $321K as of Q2 2026.
  • W.H. Cornerstone Investments sold 57 Oracle shares in Q2 2026, an estimated $10.3K.
  • Oracle made up 0.18% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #104 holding.
  • W.H. Cornerstone Investments first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • W.H. Cornerstone Investments's Oracle position peaked at $624K in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.