Oracle Corporation shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Oracle Corporation
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All positions including Oracle Corporation held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Oracle Corporation by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $176k | 1.2k | 146.62 |
| 2026-03-31 | $179k | 1.2k | 147.18 |
| 2025-12-31 | $266k | 1.4k | 195.01 |
| 2025-09-30 | $303k | 1.1k | 281.46 |
| 2025-06-30 | $281k | 1.3k | 218.74 |
| 2025-03-31 | $174k | 1.2k | 139.88 |
| 2024-12-31 | $150k | 898 | 166.75 |
| 2024-09-30 | $153k | 898 | 170.52 |
| 2024-06-30 | $92k | 650 | 141.20 |
| 2024-03-31 | $82k | 650 | 125.61 |
| 2023-12-31 | $69k | 650 | 105.43 |
| 2023-09-30 | $69k | 650 | 105.92 |
| 2023-06-30 | $77k | 650 | 119.09 |
| 2023-03-31 | $60k | 650 | 92.92 |
| 2022-12-31 | $53k | 650 | 81.74 |
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