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Oracle Corporation shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Oracle Corporation

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

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Quarterly reported holdings in Oracle Corporation by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $99k 789 125.63
2023-12-31 $83k 789 105.45

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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