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Livermore
Livermore
ZHEN

RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

ORCL holding history

Oracle Corp in every 13F filed by RSM US 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)
82,043
Value
$12.0M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ORCL by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202682,043$12.0M0.1%+658+0.8%AddedHolders
Q1 202681,385$12.0M0.1%+1,582+2.0%AddedHolders
Q4 202579,803$15.7M0.2%−10,457−11.6%ReducedHolders
Q3 202590,260$25.4M0.3%+409+0.5%AddedHolders
Q2 202589,851$19.6M0.3%+4,587+5.4%AddedHolders
Q1 202585,264$11.9M0.2%−15,405−15.3%ReducedHolders
Q4 2024100,669$16.8M0.2%+5,598+5.9%AddedHolders
Q3 202495,071$15.9M0.2%+9,599+11.2%AddedHolders
Q2 202485,472$12.2M0.2%+56,485+194.9%AddedHolders
Q1 202428,987$3.64M0.1%−2,354−7.5%ReducedHolders
Q4 202331,341$3.30M0.1%+6,697+27.2%AddedHolders
Q3 202324,644$2.61M0.1%+519+2.2%AddedHolders
Q2 202324,125$2.87M0.1%+476+2.0%AddedHolders
Q1 202323,649$2.20M0.1%+15,997+209.1%AddedHolders
Q4 20227,652$625.4K<0.1%+300+4.1%AddedHolders
Q3 20227,352$449.0K<0.1%+66+0.9%AddedHolders
Q2 20227,286$509.0K<0.1%+68+0.9%AddedHolders
Q1 20227,218$597.0K<0.1%−222−3.0%ReducedHolders
Q4 20217,440$649.0K<0.1%+43+0.6%AddedHolders
Q3 20217,397$644.0K<0.1%−867−10.5%ReducedHolders
Q2 20218,264$643.0K<0.1%+3,700+81.1%AddedHolders
Q1 20214,564$320.0K<0.1%––Holders

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