Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

ORCL holding history

Oracle Corp in every 13F filed by Crestwood Advisors Group 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): 182,471
Value: $26.7M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of ORCL by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	182,471	$26.7M	0.4%	−5,841−3.1%	Reduced	Holders
Q1 2026	188,312	$27.7M	0.5%	+810.0%	Added	Holders
Q4 2025	188,231	$36.7M	0.6%	+6,220+3.4%	Added	Holders
Q3 2025	182,011	$51.2M	0.9%	−10,175−5.3%	Reduced	Holders
Q2 2025	192,186	$42.0M	0.8%	+9,662+5.3%	Added	Holders
Q1 2025	182,524	$25.5M	0.5%	−240−0.1%	Reduced	Holders
Q4 2024	182,764	$30.5M	0.6%	−683−0.4%	Reduced	Holders
Q3 2024	183,447	$31.3M	0.6%	+1,226+0.7%	Added	Holders
Q2 2024	182,221	$25.7M	0.5%	−463−0.3%	Reduced	Holders
Q1 2024	182,684	$22.9M	0.5%	+2,210+1.2%	Added	Holders
Q4 2023	180,474	$19.0M	0.4%	+6,549+3.8%	Added	Holders
Q3 2023	173,925	$18.4M	0.5%	+135,420+351.7%	Added	Holders
Q2 2023	38,505	$4.59M	0.1%	+2,338+6.5%	Added	Holders
Q1 2023	36,167	$3.36M	0.1%	−33−0.1%	Reduced	Holders
Q4 2022	36,200	$2.96M	0.1%	−953−2.6%	Reduced	Holders
Q3 2022	37,153	$2.27M	0.1%	+200+0.5%	Added	Holders
Q2 2022	36,953	$2.58M	0.1%	+3,003+8.8%	Added	Holders
Q1 2022	33,950	$2.81M	0.1%	−1,976−5.5%	Reduced	Holders
Q4 2021	35,926	$3.13M	0.1%	+882+2.5%	Added	Holders
Q3 2021	35,044	$3.05M	0.1%	−218−0.6%	Reduced	Holders
Q2 2021	35,262	$2.75M	0.1%	+4,060+13.0%	Added	Holders
Q1 2021	31,202	$2.19M	0.1%	–	–	Holders

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