ORCL β€” ORACLE CORP

Ownership history in Aft, Forsyth & Sober, LLC  Β·  4 quarters on record

AI Ownership Summary

Aft, Forsyth & Sober, LLC reported ORACLE CORP (ORCL) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.5% in 2025 Q3. The latest visible filing shows ORCL at 1.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aft, Forsyth & Sober, LLC's position in ORACLE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORCL was reported at 1.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.5% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aft, Forsyth & Sober, LLC held ORCL β€” position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 28,700 β€” 0% 1.69% $5.6M 2026-02-14 (Est.) $160.14
2025 Q3 ADDED 28,700 +4,600 +19.1% 2.50% $8.1M 2025-11-05 $249.65
2025 Q2 ADDED 24,100 +450 +1.9% 1.78% $5.3M 2025-08-14 $243.89
2025 Q1 INITIATED 23,650 β€” β€” 1.15% $3.3M 2025-05-12 $156.20

FAQ About Aft, Forsyth & Sober, LLC and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aft, Forsyth & Sober, LLC reported owning ORCL?

Aft, Forsyth & Sober, LLC reported ORCL across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported ORCL position in Aft, Forsyth & Sober, LLC's portfolio?

The largest reported portfolio weight for ORCL was 2.50% in 2025 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q4, when Aft, Forsyth & Sober, LLC reported 28,700 shares, equal to 1.69% of portfolio, with an estimated market value of $5.6M.

What does the chart on this ORCL ownership page compare?

The chart compares Aft, Forsyth & Sober, LLC's quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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