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FULCRUM WEALTH ADVISORS, LLC → ORCL-PD

FULCRUM WEALTH ADVISORS, LLC ORCL-PD Position History

Oracle Corporation

Quarters held
4
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$755K
Q1 2026$409K
Q2 2026$696K
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M20.3K——
Q2 2026$696K4.7K——
Q1 2026$409K2.8K——
Q4 2025$755K3.9K——

Other funds holding ORCL-PD

Other FULCRUM WEALTH ADVISORS, LLC positions

SGOL

ETFS GOLD TR

$13.4M
PHYS

SPROTT ASSET MANAGEMENT LP

$12.1M
SGOL

ETFS GOLD TR

$11.6M
PHYS

SPROTT ASSET MANAGEMENT LP

$11.4M
SGOL

ETFS GOLD TR

$11.3M
VGES

VANGUARD INTL EQUITY INDEX F

$11M
MSFT

MICROSOFT CORP

$10.9M
SGOL

ETFS GOLD TR

$10.2M