ORCL — ORACLE CORP

Ownership history in Integris Wealth Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Integris Wealth Management, 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.

Peak position
1.63% (2025 Q4)
Avg. % of fund
0.62%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 36,739 +34,951 +1954.8% 1.63% $7.2M $194.40
2025 Q3 ADDED 1,788 +106 +6.3% 0.12% $503K $280.01
2025 Q2 INITIATED 1,682 — — 0.10% $368K $217.21
% of Fund (quarterly)    ORCL price (monthly, adj. close)

Other funds also holding ORCL

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 48.54% ShankerValleau Wealth Advisors, Inc. 3Y 17.21% M37 Management LP 13.39% Broad Peak Investment Advisers Pte Ltd 12.13% Fairbanks Capital Management, Inc. 3Y 7Y 10.43% Deuterium Capital Management, LLC 3Y 10.18% JONES ROAD CAPITAL MANAGEMENT, L.P. 3Y 9.45% Valliance Asset Management Ltd 3Y 9.32% BRIGADE CAPITAL MANAGEMENT, LP 3Y 7Y 8.24% CALEDONIA INVESTMENTS PLC 3Y 7Y 8.06%
← Back to Integris Wealth Management, LLC Holdings