Ownership history in GRAYBILL WEALTH MANAGEMENT, LTD. · 16 quarters on record
This page tracks every 13F SEC filing in which GRAYBILL WEALTH MANAGEMENT, LTD. reported a position in Oracle Corporation COM (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 Q3 | REDUCED | 865 | -50 | -5.5% | 0.07% | $243K | $280.01 |
| 2025 Q2 | ADDED | 915 | +635 | +226.8% | 0.07% | $200K | $217.21 |
| 2025 Q1 | REDUCED | 280 | -53,141 | -99.5% | 0.01% | $39K | $138.41 |
| 2014 Q2 | REDUCED | 53,421 | -70 | -0.1% | 1.67% | $2.2M | $34.07 |
| 2014 Q1 | ADDED | 53,491 | +691 | +1.3% | 1.80% | $2.2M | $34.28 |
| 2013 Q4 | REDUCED | 52,800 | -188 | -0.4% | 1.77% | $2.0M | $31.96 |
| 2013 Q3 | REDUCED | 52,988 | -1,847 | -3.4% | 1.50% | $1.8M | $27.61 |
| 2013 Q2 | ADDED | 54,835 | +975 | +1.8% | 1.51% | $1.7M | $25.46 |
| 2013 Q1 | REDUCED | 53,860 | -64,070 | -54.3% | 1.99% | $1.7M | $26.81 |
| 2012 Q4 | UNCHANGED | 117,930 | — | 0% | 4.24% | $2.1M | $27.63 |
As of 2025 Q4 — sorted by position size