Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

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ORCL holding history

Oracle Corp in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORCL overview All 13F holders of ORCL Full Q2 2026 holdings

Shares (Q2 2026): 33,114
Value: $4.85M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of ORCL by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,114	$4.85M	0.4%	+3,572+12.1%	Added	Holders
Q1 2026	29,542	$4.35M	0.4%	+1,439+5.1%	Added	Holders
Q4 2025	28,103	$5.48M	0.5%	+1,817+6.9%	Added	Holders
Q3 2025	26,286	$7.39M	0.7%	+919+3.6%	Added	Holders
Q2 2025	25,367	$5.55M	0.6%	−2,813−10.0%	Reduced	Holders
Q1 2025	28,180	$3.94M	0.4%	+5,340+23.4%	Added	Holders
Q4 2024	22,840	$3.81M	0.4%	−25−0.1%	Reduced	Holders
Q3 2024	22,865	$3.90M	0.4%	+1,049+4.8%	Added	Holders
Q2 2024	21,816	$3.08M	0.3%	+3,962+22.2%	Added	Holders
Q1 2024	17,854	$2.24M	0.3%	+3,841+27.4%	Added	Holders
Q4 2023	14,013	$1.48M	0.2%	+14+0.1%	Added	Holders
Q3 2023	13,999	$1.48M	0.2%	00.0%	Unchanged	Holders
Q2 2023	13,999	$1.67M	0.2%	−425−2.9%	Reduced	Holders
Q1 2023	14,424	$1.34M	0.2%	−94−0.6%	Reduced	Holders
Q4 2022	14,518	$1.19M	0.2%	−839−5.5%	Reduced	Holders
Q3 2022	15,357	$937.9K	0.1%	+122+0.8%	Added	Holders
Q2 2022	15,235	$1.06M	0.1%	−150−1.0%	Reduced	Holders
Q1 2022	15,385	$1.27M	0.2%	−175−1.1%	Reduced	Holders
Q4 2021	15,560	$1.36M	0.2%	00.0%	Unchanged	Holders
Q3 2021	15,560	$1.36M	0.2%	−252−1.6%	Reduced	Holders
Q2 2021	15,812	$1.23M	0.2%	+450+2.9%	Added	Holders
Q1 2021	15,362	$1.08M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.