Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

ORCL holding history

Oracle Corp in every 13F filed by Evercore 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 overview All 13F holders of ORCL Full Q2 2026 holdings

Shares (Q2 2026): 55,803
Value: $8.18M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of ORCL by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	55,803	$8.18M	0.1%	−4,200−7.0%	Reduced	Holders
Q1 2026	60,003	$8.83M	0.1%	−1,326−2.2%	Reduced	Holders
Q4 2025	61,329	$12.0M	0.2%	−289−0.5%	Reduced	Holders
Q3 2025	61,618	$17.3M	0.3%	−94−0.2%	Reduced	Holders
Q2 2025	61,712	$13.5M	0.2%	−1,062−1.7%	Reduced	Holders
Q1 2025	62,774	$8.78M	0.1%	−1,687−2.6%	Reduced	Holders
Q4 2024	64,461	$10.7M	0.2%	−485−0.7%	Reduced	Holders
Q3 2024	64,946	$11.1M	0.2%	−1,437−2.2%	Reduced	Holders
Q2 2024	66,383	$9.37M	0.1%	−1,166−1.7%	Reduced	Holders
Q1 2024	67,549	$8.48M	0.1%	−360−0.5%	Reduced	Holders
Q4 2023	67,909	$7.16M	0.1%	−3,522−4.9%	Reduced	Holders
Q3 2023	71,431	$7.57M	0.1%	−2,088−2.8%	Reduced	Holders
Q2 2023	73,519	$8.76M	0.2%	−821−1.1%	Reduced	Holders
Q1 2023	74,340	$6.91M	0.1%	−5,824−7.3%	Reduced	Holders
Q4 2022	80,164	$6.55M	0.1%	−2,364−2.9%	Reduced	Holders
Q3 2022	82,528	$5.04M	0.1%	−541−0.7%	Reduced	Holders
Q2 2022	83,069	$5.80M	0.1%	−2,317−2.7%	Reduced	Holders
Q1 2022	85,386	$7.06M	0.1%	−1,431−1.6%	Reduced	Holders
Q4 2021	86,817	$7.57M	0.1%	−1,048−1.2%	Reduced	Holders
Q3 2021	87,865	$7.66M	0.1%	−3,104−3.4%	Reduced	Holders
Q2 2021	90,969	$7.08M	0.1%	−648−0.7%	Reduced	Holders
Q1 2021	91,617	$6.43M	0.1%	–	–	Holders

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