Cornerstone Wealth Group, LLC

Position in ORCL — Oracle Corp

CIK 1774879 HUNTERSVILLE, NC

Position in ORCL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,733,157

-$288,041 QoQ

Shares Held

18,650

-9.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,147

of 3,472 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $59,530,934 across 13 Software - Infrastructure names. ORCL ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	129,694	$48,378,455
2	PANW	Palo Alto Networks Inc	14,577	$4,971,048
3	ORCL	Oracle Corp This page	18,650	$2,733,157
4	PLTR	Palantir Technologies Inc.	7,609	$887,742
5	GEN	Gen Digital Inc.	17,496	$435,475
6	FTNT	Fortinet, Inc.	2,448	$376,061
7	VRSN	Verisign Inc/Ca	1,284	$323,003
8	FFIV	F5, Inc.	756	$314,465

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,733,157	18,650	-9.2%	Shares	Sole	2026-07-27
2026-03-31	$3,021,198	20,537	-0.0%	Shares	Sole	2026-04-22
2025-12-31	$4,004,425	20,545	+14.5%	Shares	Sole	2026-01-26
2025-09-30	$5,047,133	17,946	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$3,920,035	17,930	+5.8%	Shares	Sole	2025-07-28
2025-03-31	$2,369,919	16,951	+2.8%	Shares	Sole	2025-04-23
2024-12-31	$2,747,393	16,487	+0.6%	Shares	Sole	2025-01-22
2024-09-30	$2,791,492	16,382	+0.5%	Shares	Sole	2024-10-25
2024-06-30	$2,300,854	16,295	+8.7%	Shares	Sole	2024-07-24
2024-03-31	$1,883,270	14,993	+339.7%	Shares	Sole	2024-04-17
2023-12-31	$359,516	3,410	+4.3%	Shares	Sole	2024-02-13
2023-09-30	$346,252	3,269	+2.4%	Shares	Sole	2023-10-18
2023-06-30	$380,016	3,191	+0.1%	Shares	Sole	2023-08-02
2023-03-31	$296,228	3,188	0.0%	Shares	Sole	2023-04-25
2022-12-31	$260,587	3,188	-61.4%	Shares	Sole	2023-01-25
2022-09-30	$503,827	8,250	+175.9%	Shares	Sole	2022-10-19
2022-06-30	$208,911	2,990	+8.6%	Shares	Sole	2022-07-20
2022-03-31	$227,755	2,753	-12.4%	Shares	Sole	2022-04-25
2021-12-31	$274,013	3,142	-26.4%	Shares	Sole	2022-01-25
2021-09-30	$371,870	4,268	+4.6%	Shares	Sole	2021-10-29
2021-06-30	$317,665	4,081	+2.6%	Shares	Sole	2021-07-21
2021-03-31	$279,066	3,977	+7.1%	Shares	Sole	2021-04-26
2020-12-31	$240,323	3,715	+2.5%	Shares	Sole	2021-01-28
2020-09-30	$216,293	3,623	0.0%	Shares	Sole	2020-10-27
2020-06-30	$200,243	3,623	—	Shares	Sole	2020-07-27
No filing history on record for this holder in this stock.