EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

ORCL holding history

Oracle Corp in every 13F filed by EP Wealth Advisors, 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): 466,837
Value: $68.4M
% of portfolio: 0.3%
Quarters held: 21; Since Q1 2021

Holdings of ORCL by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	466,837	$68.4M	0.3%	+312,863+203.2%	Added	Holders
Q1 2026	153,974	$22.7M	0.1%	−24,586−13.8%	Reduced	Holders
Q4 2025	178,560	$34.8M	0.2%	–	No prior filing	Holders
Q3 2025	–	–	–	–	Not filed	Holders
Q2 2025	129,618	$28.3M	0.2%	+12,353+10.5%	Added	Holders
Q1 2025	117,265	$16.4M	0.1%	+20,474+21.2%	Added	Holders
Q4 2024	96,791	$16.1M	0.1%	+2,145+2.3%	Added	Holders
Q3 2024	94,646	$16.1M	0.1%	+10,276+12.2%	Added	Holders
Q2 2024	84,370	$11.9M	0.1%	+32,877+63.8%	Added	Holders
Q1 2024	51,493	$6.47M	0.1%	+1,269+2.5%	Added	Holders
Q4 2023	50,224	$5.30M	0.1%	−1,286−2.5%	Reduced	Holders
Q3 2023	51,510	$5.46M	0.1%	+31,890+162.5%	Added	Holders
Q2 2023	19,620	$5.65M	0.1%	+16,400+509.3%	Added	Holders
Q1 2023	3,220	$265.1K	<0.1%	−25,305−88.7%	Reduced	Holders
Q4 2022	28,525	$2.33M	<0.1%	+2,154+8.2%	Added	Holders
Q3 2022	26,371	$1.61M	<0.1%	−1,654−5.9%	Reduced	Holders
Q2 2022	28,025	$1.96M	<0.1%	−93−0.3%	Reduced	Holders
Q1 2022	28,118	$2.33M	0.1%	−4,036−12.6%	Reduced	Holders
Q4 2021	32,154	$2.80M	0.1%	+865+2.8%	Added	Holders
Q3 2021	31,289	$2.73M	0.1%	+1,052+3.5%	Added	Holders
Q2 2021	30,237	$2.35M	0.1%	+1,896+6.7%	Added	Holders
Q1 2021	28,341	$1.99M	0.1%	–	–	Holders

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