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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

ORCL holding history

Oracle Corp in every 13F filed by Marks Group Wealth Management, Inc, 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)
33,279
Value
$4.88M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of ORCL by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,279$4.88M0.4%−16,757−33.5%ReducedHolders
Q1 202650,036$7.36M0.7%+8,343+20.0%AddedHolders
Q4 202541,693$8.13M0.8%+25,983+165.4%AddedHolders
Q3 202515,710$4.42M0.4%+4,278+37.4%AddedHolders
Q2 202511,432$2.50M0.2%−1,607−12.3%ReducedHolders
Q1 202513,039$1.82M0.2%−141−1.1%ReducedHolders
Q4 202413,180$2.20M0.2%−202−1.5%ReducedHolders
Q3 202413,382$2.28M0.2%+40.0%AddedHolders
Q2 202413,378$1.89M0.2%−1,531−10.3%ReducedHolders
Q1 202414,909$1.87M0.2%−780−5.0%ReducedHolders
Q4 202315,689$1.65M0.2%−1,189−7.0%ReducedHolders
Q3 202316,878$1.79M0.2%−1,178−6.5%ReducedHolders
Q2 202318,056$2.15M0.3%−5,409−23.1%ReducedHolders
Q1 202323,465$2.18M0.3%+1,327+6.0%AddedHolders
Q4 202222,138$1.81M0.2%+1,758+8.6%AddedHolders
Q3 202220,380$1.24M0.2%+2,319+12.8%AddedHolders
Q2 202218,061$1.26M0.2%+2,399+15.3%AddedHolders
Q1 202215,662$1.30M0.2%+3,116+24.8%AddedHolders
Q4 202112,546$1.10M0.1%+3,092+32.7%AddedHolders
Q3 20219,454$829.0K0.1%+1,710+22.1%AddedHolders
Q2 20217,744$599.0K0.1%+91+1.2%AddedHolders
Q1 20217,653$529.0K0.1%––Holders

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