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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

ORCL holding history

Oracle Corp in every 13F filed by Boston Private Wealth 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)
47,901
Value
$7.02M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of ORCL by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,901$7.02M0.4%−3,902−7.5%ReducedHolders
Q1 202651,803$7.62M0.5%−5,918−10.3%ReducedHolders
Q4 202557,721$11.3M0.7%+2,896+5.3%AddedHolders
Q3 202554,825$15.4M0.8%−5,144−8.6%ReducedHolders
Q2 202559,969$13.1M0.7%−34,625−36.6%ReducedHolders
Q1 202594,594$13.2M0.5%−15,267−13.9%ReducedHolders
Q4 2024109,861$18.3M0.3%+109,861NewHolders
Q3 20240$00.0%−121,759−100.0%Sold outHolders
Q2 2024121,759$17.2M0.4%−7,224−5.6%ReducedHolders
Q1 2024128,983$16.2M0.4%−8,030−5.9%ReducedHolders
Q4 2023137,013$14.4M0.4%−28,472−17.2%ReducedHolders
Q3 2023165,485$17.5M0.4%−21,089−11.3%ReducedHolders
Q2 2023186,574$22.2M0.4%−86,029−31.6%ReducedHolders
Q1 2023272,603$25.3M0.4%−22,877−7.7%ReducedHolders
Q4 2022295,480$24.2M0.3%+9,055+3.2%AddedHolders
Q3 2022286,425$17.5M0.3%+81,617+39.9%AddedHolders
Q2 2022204,808$14.3M0.2%+155,314+313.8%AddedHolders
Q1 202249,494$4.09M0.1%−634−1.3%ReducedHolders
Q4 202150,128$4.37M0.1%+350+0.7%AddedHolders
Q3 202149,778$4.34M0.1%+1,549+3.2%AddedHolders
Q2 202148,229$3.75M<0.1%−1,055−2.1%ReducedHolders
Q1 202149,284$3.46M<0.1%––Holders

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