PRIVATE CLIENT SERVICES, LLC ORCL — ORACLE CORP

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  10 quarters on record

AI Ownership Summary

PRIVATE CLIENT SERVICES, LLC reported ORACLE CORP (ORCL) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.26% in 2025 Q3. The latest visible filing shows ORCL at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRIVATE CLIENT SERVICES, LLC's position in ORACLE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

ORCL was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ORCL stock page PRIVATE CLIENT SERVICES, LLC fund profile PRIVATE CLIENT SERVICES, LLC full holdings
How PRIVATE CLIENT SERVICES, LLC held ORCL — position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,288 -100 -3.0% 0.12% $452K 2026-10-02 $142.30
2026 Q2 REDUCED — — — 3,388 -68 -2.0% 0.13% $497K 2026-07-06 $143.26
2026 Q1 ADDED — — — 3,456 +516 +17.6% 0.15% $508K 2026-04-06 $144.53
2025 Q4 ADDED — — — 2,940 +155 +5.6% 0.18% $573K 2026-01-07 $191.00
2025 Q3 ADDED — — — 2,785 +375 +15.6% 0.26% $783K 2025-10-14 $296.14
2025 Q2 ADDED — — — 2,410 +453 +23.1% 0.21% $527K 2025-07-01 $216.03
2025 Q1 ADDED — — — 1,957 +146 +8.1% 0.14% $274K 2025-04-08 $122.40
2024 Q4 ADDED — — — 1,811 +14 +0.8% 0.16% $302K 2025-01-08 $159.99
2024 Q3 ADDED — — — 1,797 +164 +10.0% 0.16% $306K 2024-10-03 $163.27
2024 Q2 INITIATED — — — 1,633 — — 0.14% $231K 2024-07-29 $135.34

🏢 Other funds also holding ORCL

As of 2026 Q3 — sorted by position size

Parrish Capital LLC 2.02% Coastline Trust Co 3Y 7Y 0.44% Boltwood Capital Management 3Y 7Y 0.32% First Financial Bank - Trust Division 3Y 7Y 0.27% REYL & Cie S.A. 0.25% Stonebridge Financial Group, LLC 0.24% Hickory Point Bank & Trust 0.23% DOLIVER ADVISORS, LP 3Y 7Y 0.22% Woodward Financial Advisors, Inc. 0.16% First Citizens Financial Corp 3Y 0.15%

FAQ About PRIVATE CLIENT SERVICES, LLC and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRIVATE CLIENT SERVICES, LLC reported owning ORCL?

PRIVATE CLIENT SERVICES, LLC reported ORCL across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported ORCL position in PRIVATE CLIENT SERVICES, LLC's portfolio?

The largest reported portfolio weight for ORCL was 0.26% in 2025 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2026 Q3, when PRIVATE CLIENT SERVICES, LLC reported 3,288 shares, equal to 0.12% of portfolio, with an estimated market value of $452K.

What does the chart on this ORCL ownership page compare?

The chart compares PRIVATE CLIENT SERVICES, LLC's quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRIVATE CLIENT SERVICES, LLC time their ORCL position?

Based on 13F filing dates vs. subsequent ORCL price moves, PRIVATE CLIENT SERVICES, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on ORCL relative to SPY over the holding period was +140.8%.

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