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Livermore
Livermore
ZHEN

Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

ORCL holding history

Oracle Corp in every 13F filed by Centric Wealth Management, 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)
17,950
Value
$3.24M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of ORCL by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,950$3.24M0.5%00.0%UnchangedHolders
Q1 202617,950$3.24M0.6%+150+0.8%AddedHolders
Q4 202517,800$2.85M0.6%+29+0.2%AddedHolders
Q3 202517,771$4.67M1.0%+102+0.6%AddedHolders
Q2 202517,669$4.42M1.1%+10.0%AddedHolders
Q1 202517,668$2.47M0.6%−80.0%ReducedHolders
Q4 202417,676$2.95M0.8%00.0%UnchangedHolders
Q3 202417,676$3.20M0.9%−139−0.8%ReducedHolders
Q2 202417,815$2.48M0.7%+30.0%AddedHolders
Q1 202417,812$2.03M0.6%−241−1.3%ReducedHolders
Q4 202318,053$2.10M0.7%+70.0%AddedHolders
Q3 202318,046$1.91M0.8%+203+1.1%AddedHolders
Q2 202317,843$2.04M0.8%+1,538+9.4%AddedHolders
Q1 202316,305$1.52M0.7%+30.0%AddedHolders
Q4 202216,302$1.33M0.7%+40.0%AddedHolders
Q3 202216,298$995.0K0.4%−9−0.1%ReducedHolders
Q2 202216,307$1.14M0.4%−46−0.3%ReducedHolders
Q1 202216,353$1.35M0.4%+30.0%AddedHolders
Q4 202116,350$1.43M0.5%+30.0%AddedHolders
Q3 202116,347$1.42M0.5%+30.0%AddedHolders
Q2 202116,344$1.27M0.4%+639+4.1%AddedHolders
Q1 202115,705$1.10M0.3%––Holders

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