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Livermore
Livermore
ZHEN

Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

ORCL holding history

Oracle Corp in every 13F filed by Modera 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 overviewAll 13F holders of ORCLFull Q2 2026 holdings

Shares (Q2 2026)
96,055
Value
$14.1M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of ORCL by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202696,055$14.1M0.2%−1,686−1.7%ReducedHolders
Q1 202697,741$14.4M0.2%−2,111−2.1%ReducedHolders
Q4 202599,852$19.5M0.2%−1,338−1.3%ReducedHolders
Q3 2025101,190$28.5M0.3%+1,113+1.1%AddedHolders
Q2 2025100,077$21.9M0.3%−289−0.3%ReducedHolders
Q1 2025100,366$14.0M0.2%−321−0.3%ReducedHolders
Q4 2024100,687$16.8M0.2%−532−0.5%ReducedHolders
Q3 2024101,219$17.2M0.2%+902+0.9%AddedHolders
Q2 2024100,317$14.2M0.2%−1,732−1.7%ReducedHolders
Q1 2024102,049$12.8M0.2%−420−0.4%ReducedHolders
Q4 2023102,469$10.8M0.2%−1,963−1.9%ReducedHolders
Q3 2023104,432$11.1M0.2%+1,556+1.5%AddedHolders
Q2 2023102,876$12.3M0.2%+87,120+552.9%AddedHolders
Q1 202315,756$1.46M0.1%00.0%UnchangedHolders
Q4 202215,756$1.29M0.1%−651−4.0%ReducedHolders
Q3 202216,407$1.00M0.1%+4,547+38.3%AddedHolders
Q2 202211,860$829.0K<0.1%−549−4.4%ReducedHolders
Q1 202212,409$1.03M<0.1%+474+4.0%AddedHolders
Q4 202111,935$1.04M<0.1%+1,265+11.9%AddedHolders
Q3 202110,670$930.0K<0.1%−308−2.8%ReducedHolders
Q2 202110,978$855.0K<0.1%+566+5.4%AddedHolders
Q1 202110,412$730.0K<0.1%––Holders

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