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Root Financial Partners, LLC

SEC CIK
0001977181
Latest filing
Jul 29, 2026

ORCL holding history

Oracle Corp in every 13F filed by Root Financial Partners, 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)
12,217
Value
$1.79M
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of ORCL by Root Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,217$1.79M0.1%−4,275−25.9%ReducedHolders
Q1 202616,492$2.43M0.1%+2,652+19.2%AddedHolders
Q4 202513,840$2.70M0.1%+645+4.9%AddedHolders
Q3 202513,195$3.71M0.2%+5,581+73.3%AddedHolders
Q2 20257,614$1.66M0.2%+1,121+17.3%AddedHolders
Q1 20256,493$907.8K0.1%+914+16.4%AddedHolders
Q4 20245,579$929.7K0.1%+2,468+79.3%AddedHolders
Q3 20243,111$530.1K0.1%+256+9.0%AddedHolders
Q2 20242,855$403.1K0.1%+236+9.0%AddedHolders
Q1 20242,619$329.0K0.1%+2,619NewHolders