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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

ORCL holding history

Oracle Corp in every 13F filed by Wetherby Asset Management Inc, 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 Q3 2025 holdings

Shares (Q3 2025)
58,387
Value
$16.4M
% of portfolio
0.7%
Quarters held
18
Since Q1 2021
Holdings of ORCL by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202558,387$16.4M0.7%+1,974+3.5%AddedHolders
Q2 202556,413$12.3M0.5%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202457,838$9.64M0.5%−2,311−3.8%ReducedHolders
Q3 202460,149$10.2M0.5%−1,404−2.3%ReducedHolders
Q2 202461,553$8.69M0.4%−975−1.6%ReducedHolders
Q1 202462,528$7.85M0.4%−315−0.5%ReducedHolders
Q4 202362,843$6.63M0.3%−815−1.3%ReducedHolders
Q3 202363,658$6.74M0.4%−446−0.7%ReducedHolders
Q2 202364,104$7.63M0.4%−1,742−2.6%ReducedHolders
Q1 202365,846$6.12M0.4%+887+1.4%AddedHolders
Q4 202264,959$5.31M0.3%+1,301+2.0%AddedHolders
Q3 202263,658$3.89M0.3%+3,267+5.4%AddedHolders
Q2 202260,391$4.22M0.3%+3,508+6.2%AddedHolders
Q1 202256,883$4.71M0.3%+527+0.9%AddedHolders
Q4 202156,356$4.91M0.3%−2,183−3.7%ReducedHolders
Q3 202158,539$5.10M0.3%−194−0.3%ReducedHolders
Q2 202158,733$4.57M0.3%+1,752+3.1%AddedHolders
Q1 202156,981$4.00M0.3%––Holders

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