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Livermore
Livermore
ZHEN

Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

ORCL holding history

Oracle Corp in every 13F filed by Forza 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)
2,364
Value
$346.4K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of ORCL by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,364$346.4K0.1%−2,557−52.0%ReducedHolders
Q1 20264,921$723.9K0.3%+109+2.3%AddedHolders
Q4 20254,812$937.9K0.3%+190+4.1%AddedHolders
Q3 20254,622$1.30M0.5%+150+3.4%AddedHolders
Q2 20254,472$977.7K0.4%+298+7.1%AddedHolders
Q1 20254,174$583.6K0.3%+25+0.6%AddedHolders
Q4 20244,149$691.4K0.3%+53+1.3%AddedHolders
Q3 20244,096$698.0K0.3%+809+24.6%AddedHolders
Q2 20243,287$464.1K0.2%00.0%UnchangedHolders
Q1 20243,287$412.9K0.2%00.0%UnchangedHolders
Q4 20233,287$346.5K0.2%00.0%UnchangedHolders
Q3 20233,287$348.2K0.2%00.0%UnchangedHolders
Q2 20233,287$391.4K0.2%00.0%UnchangedHolders
Q1 20233,287$305.4K0.2%00.0%UnchangedHolders
Q4 20223,287$268.7K0.2%–No prior filingHolders