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Oracle Corporation shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Oracle Corporation

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All positions including Oracle Corporation held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $75k 595 125.61
2023-12-31 $60k 573 105.43
2023-09-30 $39k 368 105.92
2023-06-30 $44k 368 119.09

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Oracle Corporation

Vanguard Group
Jpmorgan Chase & Co
First Eagle Investment Management
Fisher Investments
Bank of America Corporation
Goldman Sachs Group
Parnassus Investments
Legal & General Group
Bank of New York Mellon
PRIMECAP Management Company
Charles Schwab Investment Management
Norges Bank Investment Management
Massachusetts Financial Services
Ubs Global Asset Management Americas
Alliancebernstein

View all funds holding Oracle Corporation