Back to ORCL-PD
Center for Wealth Management Advisory → ORCL-PD
Center for Wealth Management Advisory ORCL-PD Position History
Oracle Corporation
Quarters held
3
Latest value
$2.4M
Q3 2026
Peak value
$2.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $234K |
| Q2 2026 | $238K |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 17.3K | — | — |
| Q2 2026 | $238K | 1.6K | — | — |
| Q4 2025 | $234K | 1.2K | — | — |
Other funds holding ORCL-PD
$34.2B
$30.8B
$21.4B
$20.6B
$16.1B
$14.9B