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Oracle Corporation shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Oracle Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Oracle Corporation by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $83k 489 170.45
2024-03-31 $99k 789 125.63
2023-12-31 $83k 789 105.45

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Oracle Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Fisher Investments
Franklin Resources
Bank of America Corporation
Henderson Group
Goldman Sachs Group
First Eagle Investment Management
Bank of New York Mellon
PRIMECAP Management Company
Charles Schwab Investment Management

View all funds holding Oracle Corporation