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Livermore
Livermore
ZHEN

Adapt Wealth Advisors, LLC

SEC CIK
0002013937
Latest filing
Aug 12, 2026

ORCL holding history

Oracle Corp in every 13F filed by Adapt 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)
1,861
Value
$272.7K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of ORCL by Adapt Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,861$272.7K0.1%00.0%UnchangedHolders
Q1 20261,861$273.8K0.1%−7−0.4%ReducedHolders
Q4 20251,868$364.1K0.1%00.0%UnchangedHolders
Q3 20251,868$525.4K0.2%+7+0.4%AddedHolders
Q2 20251,861$406.9K0.2%00.0%UnchangedHolders
Q1 20251,861$260.2K0.1%00.0%UnchangedHolders
Q4 20241,861$310.1K0.2%00.0%UnchangedHolders
Q3 20241,861$317.1K0.2%00.0%UnchangedHolders
Q2 20241,861$262.8K0.2%−695−27.2%ReducedHolders
Q1 20242,556$321.1K0.2%–No prior filingHolders