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Oracle Corporation shares owned by Encompass Wealth Advisors

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

Historical chart of Encompass Wealth Advisors investment in Oracle Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Oracle Corporation by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $246k 1.4k 170.40
2020-12-31 $857k 13k 64.70

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Oracle Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
Franklin Resources
Loomis, Sayles and
Fisher Investments
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Henderson Group
Legal & General Group
First Eagle Investment Management

View all funds holding Oracle Corporation