Oracle Corporation shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Oracle Corporation
Tip: Access up to 7 years of quarterly data
All positions including Oracle Corporation held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Oracle Corporation by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 19k | 281.23 |
| 2025-06-30 | $3.7M | 17k | 218.63 |
| 2025-03-31 | $2.7M | 19k | 140.07 |
| 2024-12-31 | $3.2M | 19k | 166.64 |
| 2024-09-30 | $3.3M | 20k | 170.34 |
| 2024-06-30 | $2.3M | 16k | 141.21 |
| 2024-03-31 | $1.5M | 12k | 125.62 |
| 2023-12-31 | $1.3M | 13k | 105.43 |
| 2023-09-30 | $971k | 4.7k | 205.85 |
| 2023-06-30 | $1.1M | 8.8k | 119.09 |