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Oracle Corporation shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Oracle Corporation

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

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Quarterly reported holdings in Oracle Corporation by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $454k 3.6k 125.60
2023-12-31 $385k 3.6k 105.42

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Apple (AAPL)
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Schwab Strategic Tr Int-trm U.s Tres (SCHR)
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Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
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Microsoft Corporation Put Option (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage 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