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Livermore
Livermore
ZHEN

Monticello Wealth Management, LLC

SEC CIK
0001791996
Latest filing
Aug 4, 2026

ORCL holding history

Oracle Corp in every 13F filed by Monticello 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)
5,006
Value
$733.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ORCL by Monticello Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,006$733.6K<0.1%+684+15.8%AddedHolders
Q1 20264,322$635.9K<0.1%−506−10.5%ReducedHolders
Q4 20254,828$941.0K0.1%+929+23.8%AddedHolders
Q3 20253,899$1.10M0.1%+27+0.7%AddedHolders
Q2 20253,872$846.4K0.1%−664−14.6%ReducedHolders
Q1 20254,536$634.2K0.1%+839+22.7%AddedHolders
Q4 20243,697$616.0K0.1%+111+3.1%AddedHolders
Q3 20243,586$611.1K0.1%−36−1.0%ReducedHolders
Q2 20243,622$511.4K<0.1%+37+1.0%AddedHolders
Q1 20243,585$450.3K<0.1%−13,279−78.7%ReducedHolders
Q4 202316,864$1.78M0.2%−602−3.4%ReducedHolders
Q3 202317,466$1.85M0.2%+856+5.2%AddedHolders
Q2 202316,610$1.98M0.2%+428+2.6%AddedHolders
Q1 202316,182$1.46M0.2%00.0%UnchangedHolders
Q4 202216,182$1.32M0.1%+10.0%AddedHolders
Q3 202216,181$988.0K0.1%−80−0.5%ReducedHolders
Q2 202216,261$1.14M0.1%−280−1.7%ReducedHolders
Q1 202216,541$1.37M0.1%+150+0.9%AddedHolders
Q4 202116,391$1.43M0.1%+1,401+9.3%AddedHolders
Q3 202114,990$1.31M0.1%+125+0.8%AddedHolders
Q2 202114,865$1.16M0.1%+71+0.5%AddedHolders
Q1 202114,794$1.04M0.1%––Holders

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