Ownership history in Gray Private Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Gray Private Wealth, LLC reported a position in ORACLE CORP. (ORCL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 5,259 | -26 | -0.5% | 0.50% | $1.0M | $194.40 |
| 2025 Q3 | REDUCED | 5,285 | -1,428 | -21.3% | 0.75% | $1.5M | $280.01 |
| 2025 Q2 | ADDED | 6,713 | +148 | +2.3% | 0.79% | $1.5M | $217.21 |
| 2025 Q1 | REDUCED | 6,565 | -293 | -4.3% | 0.55% | $918K | $138.41 |
| 2024 Q4 | UNCHANGED | 6,858 | — | 0% | 0.68% | $1.1M | $164.56 |
| 2024 Q3 | UNCHANGED | 6,858 | — | 0% | 0.70% | $1.2M | $167.90 |
| 2024 Q2 | REDUCED | 6,858 | -1,156 | -14.4% | 0.62% | $968K | $138.74 |
| 2024 Q1 | INITIATED | 8,014 | — | — | 0.66% | $1.0M | — |
As of 2025 Q4 — sorted by position size