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Oracle Corporation shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Oracle Corporation

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All positions including Oracle Corporation held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $341k 1.2k 281.24
2025-06-30 $265k 1.2k 219.01

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Bernardo Wealth Planning

Top funds holding Oracle Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Morgan Stanley
Susquehanna International
Capital Research Global Investors
Northern Trust
Citadel Advisors
Jane Street
Loomis, Sayles and
Goldman Sachs Group
UBS Group

View all funds holding Oracle Corporation