ORCL — ORACLE CORP

Ownership history in Alliance Wealth Advisors, LLC /UT  ·  13 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC /UT reported ORACLE CORP (ORCL) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.39% in 2025 Q3. The latest visible filing shows ORCL at 1.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alliance Wealth Advisors, LLC /UT'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 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.39% 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
2023 Q4 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.

ORCL stock page Alliance Wealth Advisors, LLC /UT fund profile Alliance Wealth Advisors, LLC /UT full holdings
How Alliance Wealth Advisors, LLC /UT held ORCL — position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24,580 -11,629 -32.1% 1.04% $4.8M 2026-02-14 (Est.) $159.58
2025 Q3 REDUCED 36,209 -7,072 -16.3% 2.39% $10.2M 2025-11-10 $239.36
2025 Q2 REDUCED 43,281 -3,076 -6.6% 2.27% $9.5M 2025-08-14 $243.04
2025 Q1 ADDED 46,357 +3,710 +8.7% 1.69% $6.5M 2025-05-13 $160.66
2024 Q4 ADDED 42,647 +9,475 +28.6% 1.83% $7.1M 2025-01-24 $181.13
2024 Q3 ADDED 33,172 +24,580 +286.1% 1.49% $5.7M 2024-11-08 $186.24
2024 Q2 ADDED 8,592 +373 +4.5% 0.36% $1.2M 2024-08-02 $130.87
2024 Q1 ADDED 8,219 +443 +5.7% 0.31% $1.0M 2024-05-13 $113.94
2023 Q4 ADDED 7,776 +299 +4.0% 0.28% $820K 2024-02-05 $113.59
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ORCL

As of 2026 Q1 — sorted by position size

ShankerValleau Wealth Advisors, Inc. 3Y 13.2% Broad Peak Investment Advisers Pte Ltd 10.36% CALEDONIA INVESTMENTS PLC 3Y 7Y 6.41% Kenora Financial, LLC 5.39% NIGHTVIEW CAPITAL, LLC 3Y 7Y 4.75% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 4.71% HAMILTON CAPITAL PARTNERS, LLC 4.47% SPRING CAPITAL MANAGEMENT, LLC 3Y 4.41% STONEBRIDGE CAPITAL MANAGEMENT INC 3Y 7Y 4.08% Two Point Capital Management, Inc. 3Y 3.83%

FAQ About Alliance Wealth Advisors, LLC /UT and ORCL

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

How long has Alliance Wealth Advisors, LLC /UT reported owning ORCL?

Alliance Wealth Advisors, LLC /UT reported ORCL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ORCL position in Alliance Wealth Advisors, LLC /UT's portfolio?

The largest reported portfolio weight for ORCL was 2.39% in 2025 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q4, when Alliance Wealth Advisors, LLC /UT reported 24,580 shares, equal to 1.04% of portfolio, with an estimated market value of $4.8M.

What does the chart on this ORCL ownership page compare?

The chart compares Alliance Wealth Advisors, LLC /UT'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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