Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

ORCL holding history

Oracle Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORCL overview All 13F holders of ORCL Full Q2 2026 holdings

Shares (Q2 2026): 124,028
Value: $18.2M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of ORCL by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	124,028	$18.2M	0.2%	−12,266−9.0%	Reduced	Holders
Q1 2026	136,294	$20.1M	0.2%	−74,375−35.3%	Reduced	Holders
Q4 2025	210,669	$41.1M	0.5%	−5,696−2.6%	Reduced	Holders
Q3 2025	216,365	$60.9M	0.9%	−5,998−2.7%	Reduced	Holders
Q2 2025	222,363	$48.6M	0.7%	+5,092+2.3%	Added	Holders
Q1 2025	217,271	$30.4M	0.5%	+1,354+0.6%	Added	Holders
Q4 2024	215,917	$36.0M	0.5%	−2,724−1.2%	Reduced	Holders
Q3 2024	218,641	$37.3M	0.6%	+865+0.4%	Added	Holders
Q2 2024	217,776	$30.7M	0.5%	+148,797+215.7%	Added	Holders
Q1 2024	68,979	$8.03M	0.4%	−1,412−2.0%	Reduced	Holders
Q4 2023	70,391	$7.42M	0.4%	+2,902+4.3%	Added	Holders
Q3 2023	67,489	$7.15M	0.4%	+476+0.7%	Added	Holders
Q2 2023	67,013	$7.98M	0.5%	+343+0.5%	Added	Holders
Q1 2023	66,670	$6.19M	0.5%	+8,839+15.3%	Added	Holders
Q4 2022	57,831	$4.73M	0.4%	+1,052+1.9%	Added	Holders
Q3 2022	56,779	$3.47M	0.3%	−240−0.4%	Reduced	Holders
Q2 2022	57,019	$3.98M	0.3%	+701+1.2%	Added	Holders
Q1 2022	56,318	$4.66M	0.3%	+859+1.5%	Added	Holders
Q4 2021	55,459	$4.84M	0.3%	+5,068+10.1%	Added	Holders
Q3 2021	50,391	$4.39M	0.3%	−2,017−3.8%	Reduced	Holders
Q2 2021	52,408	$4.08M	0.3%	+38+0.1%	Added	Holders
Q1 2021	52,370	$3.67M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.