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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

ORCL holding history

Oracle Corp in every 13F filed by AE 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)
427,803
Value
$62.7M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of ORCL by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026427,803$62.7M0.3%+29,010+7.3%AddedHolders
Q1 2026398,793$58.7M0.3%+163,862+69.7%AddedHolders
Q4 2025234,931$45.8M0.3%+30,600+15.0%AddedHolders
Q3 2025204,331$57.5M0.4%+13,844+7.3%AddedHolders
Q2 2025190,487$41.6M0.3%+113,371+147.0%AddedHolders
Q1 202577,116$10.8M0.1%+15,556+25.3%AddedHolders
Q4 202461,560$10.3M0.1%+3,416+5.9%AddedHolders
Q3 202458,144$9.91M0.1%+2,110+3.8%AddedHolders
Q2 202456,034$7.91M0.1%+27,685+97.7%AddedHolders
Q1 202428,349$3.56M<0.1%−162,052−85.1%ReducedHolders
Q4 2023190,401$21.8M0.1%+59,657+45.6%AddedHolders
Q3 2023130,744$13.8M0.1%−1,058−0.8%ReducedHolders
Q2 2023131,802$15.7M0.1%+4,617+3.6%AddedHolders
Q1 2023127,185$11.8M0.1%−6,676−5.0%ReducedHolders
Q4 2022133,861$10.9M0.1%+14,140+11.8%AddedHolders
Q3 2022119,721$7.31M0.1%−11,221−8.6%ReducedHolders
Q2 2022130,942$9.15M0.1%+11,827+9.9%AddedHolders
Q1 2022119,115$9.85M0.1%+22,272+23.0%AddedHolders
Q4 202196,843$8.45M0.1%+15,765+19.4%AddedHolders
Q3 202181,078$7.06M0.1%−4,765−5.6%ReducedHolders
Q2 202185,843$6.68M0.1%+12,294+16.7%AddedHolders
Q1 202173,549$5.16M0.1%––Holders

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