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Livermore
Livermore
ZHEN

Sound View Wealth Advisors Group, LLC

SEC CIK
0001784777
Latest filing
Aug 11, 2026

ORCL holding history

Oracle Corp in every 13F filed by Sound View Wealth Advisors Group, 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)
23,040
Value
$3.38M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of ORCL by Sound View Wealth Advisors Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,040$3.38M0.2%−193−0.8%ReducedHolders
Q1 202623,233$3.42M0.2%−596−2.5%ReducedHolders
Q4 202523,829$4.64M0.3%+186+0.8%AddedHolders
Q3 202523,643$6.65M0.5%+210+0.9%AddedHolders
Q2 202523,433$5.12M0.4%+13+0.1%AddedHolders
Q1 202523,420$3.27M0.3%+730+3.2%AddedHolders
Q4 202422,690$3.78M0.3%−88−0.4%ReducedHolders
Q3 202422,778$3.88M0.3%+2,250+11.0%AddedHolders
Q2 202420,528$2.90M0.3%+165+0.8%AddedHolders
Q1 202420,363$2.56M0.3%−2,229−9.9%ReducedHolders
Q4 202322,592$2.38M0.3%−284−1.2%ReducedHolders
Q3 202322,876$2.42M0.3%+2,362+11.5%AddedHolders
Q2 202320,514$2.44M0.3%−2,612−11.3%ReducedHolders
Q1 202323,126$2.15M0.3%+534+2.4%AddedHolders
Q4 202222,592$2.38M0.3%+6,805+43.1%AddedHolders
Q3 202215,787$964.0K0.2%−2,524−13.8%ReducedHolders
Q2 202218,311$1.28M0.3%−29−0.2%ReducedHolders
Q1 202218,340$1.52M0.3%+32+0.2%AddedHolders
Q4 202118,308$1.60M0.3%−82−0.4%ReducedHolders
Q3 202118,390$1.60M0.3%+971+5.6%AddedHolders
Q2 202117,419$1.36M0.3%+89+0.5%AddedHolders
Q1 202117,330$1.22M0.3%––Holders

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