Back to ORCL-PD
LIFELONG WEALTH ADVISORS, INC. → ORCL-PD
LIFELONG WEALTH ADVISORS, INC. ORCL-PD Position History
Oracle Corporation
Quarters held
7
Latest value
$4.7M
Q3 2026
Peak value
$9.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.7M |
| Q3 2025 | $567K |
| Q4 2025 | $6.7M |
| Q4 2025 | $1.4M |
| Q1 2026 | $5.1M |
| Q2 2026 | $5M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 34.4K | — | — |
| Q2 2026 | $5M | 34.4K | — | — |
| Q1 2026 | $5.1M | 34.4K | — | — |
| Q4 2025 | $1.4M | 3.1K | — | — |
| Q4 2025 | $6.7M | 34.4K | — | — |
| Q3 2025 | $567K | 2.4K | — | — |
| Q3 2025 | $9.7M | 34.4K | — | — |
Other funds holding ORCL-PD
$34.2B
$30.8B
$21.4B
$20.6B
$16.1B
$14.9B