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Livermore
Livermore
ZHEN

Cerro Pacific Wealth Advisors LLC

SEC CIK
0001842669
Latest filing
Jul 15, 2026

ORCL holding history

Oracle Corp in every 13F filed by Cerro Pacific 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)
11,410
Value
$1.67M
% of portfolio
0.4%
Quarters held
17
Since Q2 2021
Holdings of ORCL by Cerro Pacific Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,410$1.67M0.4%−74−0.6%ReducedHolders
Q1 202611,484$1.69M0.4%+408+3.7%AddedHolders
Q4 202511,076$2.16M0.6%−686−5.8%ReducedHolders
Q3 202511,762$3.31M0.9%−860−6.8%ReducedHolders
Q2 202512,622$2.76M0.8%+1,125+9.8%AddedHolders
Q1 202511,497$1.92M0.6%−30.0%ReducedHolders
Q4 202411,500$1.96M0.6%+109+1.0%AddedHolders
Q3 202411,391$1.61M0.6%00.0%UnchangedHolders
Q2 202411,391$1.61M0.6%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 20239,687$900.1K0.5%+146+1.5%AddedHolders
Q4 20229,541$779.9K0.4%+534+5.9%AddedHolders
Q3 20229,007$550.0K0.3%+222+2.5%AddedHolders
Q2 20228,785$614.0K0.4%+22+0.3%AddedHolders
Q1 20228,763$725.0K0.4%+20+0.2%AddedHolders
Q4 20218,743$762.0K0.5%+18+0.2%AddedHolders
Q3 20218,725$760.0K0.5%+20.0%AddedHolders
Q2 20218,723$679.0K0.5%–No prior filingHolders