Oracle Corporation shares owned by UMA Financial Services
Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Oracle Corporation
Tip: Access up to 7 years of quarterly data
All positions including Oracle Corporation held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Oracle Corporation by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $478k | 1.7k | 281.27 |
| 2025-06-30 | $399k | 1.8k | 218.65 |
| 2025-03-31 | $259k | 1.9k | 139.82 |
| 2024-12-31 | $324k | 1.9k | 166.65 |
| 2024-09-30 | $290k | 1.7k | 174.11 |
| 2024-06-30 | $237k | 1.7k | 142.62 |
| 2024-03-31 | $201k | 1.7k | 120.63 |