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Livermore
Livermore
ZHEN

Opes Wealth Management LLC

SEC CIK
0001766918
Latest filing
Apr 29, 2026

ORCL holding history

Oracle Corp in every 13F filed by Opes 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 Q1 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of ORCL by Opes Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,594−100.0%Sold outHolders
Q4 20251,594$310.7K0.1%−267−14.3%ReducedHolders
Q3 20251,861$523.4K0.1%−150−7.5%ReducedHolders
Q2 20252,011$439.7K0.1%−275−12.0%ReducedHolders
Q1 20252,286$319.6K0.1%−111−4.6%ReducedHolders
Q4 20242,397$399.4K0.1%+434+22.1%AddedHolders
Q3 20241,963$334.5K0.1%−71−3.5%ReducedHolders
Q2 20242,034$287.2K0.1%+168+9.0%AddedHolders
Q1 20241,866$234.4K0.1%−42−2.2%ReducedHolders
Q4 20231,908$201.2K<0.1%−77−3.9%ReducedHolders
Q3 20231,985$210.3K0.1%+59+3.1%AddedHolders
Q2 20231,926$229.4K0.1%−413−17.7%ReducedHolders
Q1 20232,339$217.3K0.1%−918−28.2%ReducedHolders
Q4 20223,257$266.2K0.1%−23−0.7%ReducedHolders
Q3 20223,280$200.0K0.1%−346−9.5%ReducedHolders
Q2 20223,626$253.0K0.1%00.0%UnchangedHolders
Q1 20223,626$300.0K0.1%+808+28.7%AddedHolders
Q4 20212,818$246.0K0.1%00.0%UnchangedHolders
Q3 20212,818$246.0K0.1%00.0%UnchangedHolders
Q2 20212,818$219.0K0.1%−249−8.1%ReducedHolders
Q1 20213,067$215.0K0.1%––Holders

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