ORCL Oracle Corporation

Ownership history in HARMONY ASSET MANAGEMENT LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which HARMONY ASSET MANAGEMENT LLC reported a position in Oracle Corporation (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.

Peak position
2.19% (2025 Q3)
Avg. % of fund
1.44%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,866 -3,748 -16.6% 1.23% $3.7M $194.40
2025 Q3 ADDED 22,614 +51 +0.2% 2.19% $6.4M $280.01
2025 Q2 ADDED 22,563 +486 +2.2% 1.85% $4.9M $217.21
2025 Q1 ADDED 22,077 +494 +2.3% 1.30% $3.1M $138.41
2024 Q4 ADDED 21,583 +1,155 +5.7% 1.43% $3.6M $164.56
2024 Q3 ADDED 20,428 +306 +1.5% 1.28% $3.5M $167.90
2024 Q2 REDUCED 20,122 -6,060 -23.1% 1.19% $2.8M $138.74
2024 Q1 ADDED 26,182 +250 +1.0% 1.36% $3.3M $123.02
2023 Q4 INITIATED 25,932 1.16% $2.7M
% of Fund (quarterly)    ORCL price (monthly, adj. close)
← Back to HARMONY ASSET MANAGEMENT LLC Holdings