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Livermore
Livermore
ZHEN

Arbor Trust Wealth Advisors, LLC

SEC CIK
0001797135
Latest filing
Aug 6, 2026

ORCL holding history

Oracle Corp in every 13F filed by Arbor Trust Wealth Advisors, 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)
15,134
Value
$2.22M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of ORCL by Arbor Trust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,134$2.22M0.9%−514−3.3%ReducedHolders
Q1 202615,648$2.30M1.0%−615−3.8%ReducedHolders
Q4 202516,263$3.17M1.4%−514−3.1%ReducedHolders
Q3 202516,777$4.72M2.1%−293−1.7%ReducedHolders
Q2 202517,070$3.73M1.8%−700−3.9%ReducedHolders
Q1 202517,770$2.48M1.2%+641+3.7%AddedHolders
Q4 202417,129$2.85M1.3%+70.0%AddedHolders
Q3 202417,122$2.42M1.3%00.0%UnchangedHolders
Q2 202417,122$2.42M1.3%−129−0.7%ReducedHolders
Q1 202417,251$2.11M1.2%−30−0.2%ReducedHolders
Q4 202317,281$1.82M1.1%−50−0.3%ReducedHolders
Q3 202317,331$1.84M1.2%−380−2.1%ReducedHolders
Q2 202317,711$2.11M1.3%−1,030−5.5%ReducedHolders
Q1 202318,741$1.74M1.1%+905+5.1%AddedHolders
Q4 202217,836$1.46M1.0%−84−0.5%ReducedHolders
Q3 202217,920$1.10M0.8%−1,225−6.4%ReducedHolders
Q2 202219,145$1.34M0.9%+1,770+10.2%AddedHolders
Q1 202217,375$1.44M0.9%−2,615−13.1%ReducedHolders
Q4 202119,990$1.74M1.0%−70−0.3%ReducedHolders
Q3 202120,060$1.75M1.1%−30−0.1%ReducedHolders
Q2 202120,090$1.56M1.0%−200−1.0%ReducedHolders
Q1 202120,290$1.43M1.0%––Holders

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