Skip to main content
Livermore
Livermore
ZHEN

Private Wealth Partners, LLC

SEC CIK
0001335851
Latest filing
Aug 3, 2026

ORCL holding history

Oracle Corp in every 13F filed by Private Wealth Partners, 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)
48,794
Value
$7.15M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of ORCL by Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648,794$7.15M0.5%−7,676−13.6%ReducedHolders
Q1 202656,470$8.31M0.6%+37,797+202.4%AddedHolders
Q4 202518,673$3.64M0.3%+2,479+15.3%AddedHolders
Q3 202516,194$4.55M0.3%00.0%UnchangedHolders
Q2 202516,194$3.54M0.3%00.0%UnchangedHolders
Q1 202516,194$2.26M0.2%−8,411−34.2%ReducedHolders
Q4 202424,605$4.10M0.3%−469−1.9%ReducedHolders
Q3 202425,074$4.27M0.3%+1,750+7.5%AddedHolders
Q2 202423,324$3.29M0.2%+5,200+28.7%AddedHolders
Q1 202418,124$2.28M0.2%−1,670−8.4%ReducedHolders
Q4 202319,794$2.09M0.2%+1,525+8.3%AddedHolders
Q3 202318,269$1.94M0.2%+2,700+17.3%AddedHolders
Q2 202315,569$1.85M0.2%00.0%UnchangedHolders
Q1 202315,569$1.45M0.1%−2,550−14.1%ReducedHolders
Q4 202218,119$1.48M0.2%+200+1.1%AddedHolders
Q3 202217,919$1.09M0.1%00.0%UnchangedHolders
Q2 202217,919$1.25M0.1%00.0%UnchangedHolders
Q1 202217,919$1.48M0.1%00.0%UnchangedHolders
Q4 202117,919$1.56M0.1%+4,112+29.8%AddedHolders
Q3 202113,807$1.20M0.1%00.0%UnchangedHolders
Q2 202113,807$1.07M0.1%00.0%UnchangedHolders
Q1 202113,807$969.0K0.1%––Holders

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