ORCL β€” ORACLE CORP

Ownership history in David J Yvars Group  Β·  6 quarters on record

AI Ownership Summary

David J Yvars Group reported ORACLE CORP (ORCL) in 6 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.18% in 2023 Q3. The latest visible filing shows ORCL at 0.13% 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 David J Yvars Group'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 Q3

ORCL was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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 David J Yvars Group held ORCL β€” position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 871 -710 -44.9% 0.13% $245K 2025-10-27 $280.66
2024 Q2 REDUCED 1,581 -510 -24.4% 0.14% $223K 2024-07-23 $141.01
2024 Q1 UNCHANGED 2,091 β€” 0% 0.18% $263K 2024-04-11 $121.09
2023 Q4 UNCHANGED 2,091 β€” 0% 0.18% $220K 2024-01-10 $101.78
2023 Q3 UNCHANGED 2,091 β€” 0% 0.18% $221K 2023-10-16 $106.06
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About David J Yvars Group and ORCL

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

How long has David J Yvars Group reported owning ORCL?

David J Yvars Group reported ORCL across 5 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported ORCL position in David J Yvars Group's portfolio?

The largest reported portfolio weight for ORCL was 0.18% in 2023 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q3, when David J Yvars Group reported 871 shares, equal to 0.13% of portfolio, with an estimated market value of $245K.

What does the chart on this ORCL ownership page compare?

The chart compares David J Yvars Group'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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