ORCL — ORACLE CORPORATION

Ownership history in Peterson Wealth Services  ·  5 quarters on record

This page tracks every 13F SEC filing in which Peterson Wealth Services 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
1.83% (2025 Q3)
Avg. % of fund
1.26%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 26,251 +24,584 +1474.7% 1.31% $5.1M $194.40
2025 Q3 REDUCED 1,667 -24,809 -93.7% 1.83% $7.4M $280.01
2025 Q2 ADDED 26,476 +418 +1.6% 1.59% $5.8M $217.21
2025 Q1 ADDED 26,058 +17,230 +195.2% 1.13% $3.6M $138.41
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
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