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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

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All positions including Oracle Corporation held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $290k 1.7k 174.11
2024-06-30 $237k 1.7k 142.62
2024-03-31 $201k 1.7k 120.63

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding Oracle Corporation

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

View all funds holding Oracle Corporation