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Oracle Corporation shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus Wealth Management investment in Oracle Corporation

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

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Quarterly reported holdings in Oracle Corporation by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 1.3k 194.89
2025-09-30 $263k 936 281.13
2025-06-30 $204k 931 218.68

More positions owned by Montz Harcus Wealth Management

Spdr Series Trust State Street Spd (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPSM)
Profesionally Managed Portfo Akre Focus Etf
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Home Ban (HBCP)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Montz Harcus Wealth Management

Top funds holding Oracle Corporation

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

View all funds holding Oracle Corporation