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Livermore
Livermore
ZHEN

Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

ORCL holding history

Oracle Corp in every 13F filed by Beta Wealth Group, Inc., 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)
5,801
Value
$850.2K
% of portfolio
0.3%
Quarters held
17
Since Q1 2022
Holdings of ORCL by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,801$850.2K0.3%+401+7.4%AddedHolders
Q1 20265,400$794.5K0.3%+1,500+38.5%AddedHolders
Q4 20253,900$760.1K0.3%+3,900NewHolders
Q3 20250$00.0%−5,604−100.0%Sold outHolders
Q2 20255,604$1.23M0.4%−103−1.8%ReducedHolders
Q1 20255,707$798.0K0.3%−99−1.7%ReducedHolders
Q4 20245,806$967.6K0.4%+10.0%AddedHolders
Q3 20245,805$989.2K0.4%−299−4.9%ReducedHolders
Q2 20246,104$861.9K0.4%+201+3.4%AddedHolders
Q1 20245,903$741.5K0.4%+1,300+28.2%AddedHolders
Q4 20234,603$485.2K0.3%+20.0%AddedHolders
Q3 20234,601$487.3K0.3%+401+9.5%AddedHolders
Q2 20234,200$500.2K0.3%−800−16.0%ReducedHolders
Q1 20235,000$464.6K0.3%+400+8.7%AddedHolders
Q4 20224,600$376.0K0.3%−200−4.2%ReducedHolders
Q3 20224,800$293.0K0.2%+200+4.3%AddedHolders
Q2 20224,600$321.0K0.2%+300+7.0%AddedHolders
Q1 20224,300$356.0K0.2%+4,300NewHolders