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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

ORCL holding history

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

ORCL overviewAll 13F holders of ORCLFull Q2 2026 holdings

Shares (Q2 2026)
3,618
Value
$530.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ORCL by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,618$530.2K0.1%−1,391−27.8%ReducedHolders
Q1 20265,009$736.8K0.1%−317−6.0%ReducedHolders
Q4 20255,326$1.04M0.1%−153−2.8%ReducedHolders
Q3 20255,479$1.54M0.2%00.0%UnchangedHolders
Q2 20255,479$1.20M0.1%00.0%UnchangedHolders
Q1 20255,479$766.0K0.1%+200+3.8%AddedHolders
Q4 20245,279$879.6K0.1%+7+0.1%AddedHolders
Q3 20245,272$898.3K0.1%+693+15.1%AddedHolders
Q2 20244,579$646.6K0.1%00.0%UnchangedHolders
Q1 20244,579$575.2K0.1%+532+13.1%AddedHolders
Q4 20234,047$426.7K0.1%−49−1.2%ReducedHolders
Q3 20234,096$433.8K0.1%−108−2.6%ReducedHolders
Q2 20234,204$500.7K0.1%−265−5.9%ReducedHolders
Q1 20234,469$415.3K0.1%+193+4.5%AddedHolders
Q4 20224,276$349.5K0.1%−1,640−27.7%ReducedHolders
Q3 20225,916$361.0K0.1%+94+1.6%AddedHolders
Q2 20225,822$407.0K0.1%−78−1.3%ReducedHolders
Q1 20225,900$488.0K0.1%+315+5.6%AddedHolders
Q4 20215,585$487.0K0.1%+1,673+42.8%AddedHolders
Q3 20213,912$341.0K0.1%−553−12.4%ReducedHolders
Q2 20214,465$348.0K0.1%−10−0.2%ReducedHolders
Q1 20214,475$314.0K0.1%––Holders

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