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Livermore
Livermore
ZHEN

Schneider Downs Wealth Management Advisors, LP

SEC CIK
0001665359
Latest filing
Aug 5, 2026

ORCL holding history

Oracle Corp in every 13F filed by Schneider Downs Wealth Management Advisors, LP, 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)
3,721
Value
$545.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ORCL by Schneider Downs Wealth Management Advisors, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,721$545.3K0.1%+35+0.9%AddedHolders
Q1 20263,686$542.2K0.1%−6−0.2%ReducedHolders
Q4 20253,692$719.5K0.1%+6+0.2%AddedHolders
Q3 20253,686$1.04M0.1%00.0%UnchangedHolders
Q2 20253,686$805.9K0.1%00.0%UnchangedHolders
Q1 20253,686$515.3K0.1%00.0%UnchangedHolders
Q4 20243,686$614.2K0.1%00.0%UnchangedHolders
Q3 20243,686$628.1K0.1%−319−8.0%ReducedHolders
Q2 20244,005$565.5K0.1%+24+0.6%AddedHolders
Q1 20243,981$500.1K0.1%00.0%UnchangedHolders
Q4 20233,981$419.7K0.1%−106−2.6%ReducedHolders
Q3 20234,087$432.9K0.1%+22+0.5%AddedHolders
Q2 20234,065$484.1K0.1%+10+0.2%AddedHolders
Q1 20234,055$376.8K0.1%−81−2.0%ReducedHolders
Q4 20224,136$338.1K0.1%−2,251−35.2%ReducedHolders
Q3 20226,387$390.0K0.1%−2,059−24.4%ReducedHolders
Q2 20228,446$590.0K0.2%00.0%UnchangedHolders
Q1 20228,446$699.0K0.2%−473−5.3%ReducedHolders
Q4 20218,919$778.0K0.2%−150−1.7%ReducedHolders
Q3 20219,069$790.0K0.2%+432+5.0%AddedHolders
Q2 20218,637$672.0K0.2%+41+0.5%AddedHolders
Q1 20218,596$603.0K0.1%––Holders

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