Back to ORCL-PD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → ORCL-PD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ORCL-PD Position History
Oracle Corporation
Quarters held
12
Latest value
$669K
Q3 2026
Peak value
$230.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $230.6M |
| Q4 2025 | $178M |
| Q1 2026 | $87M |
| Q2 2026 | $10K |
| Q2 2026 | $10K |
| Q2 2026 | $10K |
| Q2 2026 | $71.4M |
| Q2 2026 | $1.9M |
| Q3 2026 | $475K |
| Q3 2026 | $54K |
| Q3 2026 | $75.5M |
| Q3 2026 | $669K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $669K | 15.7K | — | — |
| Q3 2026 | $75.5M | 745.5K | — | — |
| Q3 2026 | $54K | 400 | — | — |
| Q3 2026 | $475K | 3.5K | — | — |
| Q2 2026 | $1.9M | 44.9K | — | — |
| Q2 2026 | $71.4M | 694.9K | — | — |
| Q2 2026 | $10K | 100 | — | — |
| Q2 2026 | $10K | 100 | — | — |
| Q2 2026 | $10K | 100 | — | — |
| Q1 2026 | $87M | 797.7K | — | — |
| Q4 2025 | $178M | 917.3K | — | — |
| Q3 2025 | $230.6M | 811.9K | — | — |
Other funds holding ORCL-PD
$34.2B
$30.8B
$21.4B
$20.6B
$16.1B
$14.9B