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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

ORCL holding history

Oracle Corp in every 13F filed by Naviter Wealth, 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)
15,925
Value
$2.33M
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of ORCL by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,925$2.33M0.2%+3,094+24.1%AddedHolders
Q1 202612,831$1.89M0.2%+3,293+34.5%AddedHolders
Q4 20259,538$1.86M0.2%−2,236−19.0%ReducedHolders
Q3 202511,774$3.31M0.4%+1,069+10.0%AddedHolders
Q2 202510,705$2.34M0.3%−381−3.4%ReducedHolders
Q1 202511,086$1.56M0.2%+323+3.0%AddedHolders
Q4 202410,763$1.79M0.2%+3,562+49.5%AddedHolders
Q3 20247,201$1.23M0.2%−116−1.6%ReducedHolders
Q2 20247,317$1.03M0.2%+1,240+20.4%AddedHolders
Q1 20246,077$763.3K0.1%+6,077NewHolders