Ownership history in Wallace Advisory Group, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Wallace Advisory Group, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 4,976 | -2,784 | -35.9% | 1.02% | $970K | $194.40 |
| 2025 Q3 | REDUCED | 7,760 | -2,239 | -22.4% | 1.36% | $1.7M | $280.01 |
| 2025 Q2 | ADDED | 9,999 | +1,659 | +19.9% | 1.01% | $1.4M | $217.21 |
| 2025 Q1 | ADDED | 8,340 | +1,922 | +29.9% | 0.96% | $1.4M | $138.41 |
| 2024 Q4 | ADDED | 6,418 | +3,865 | +151.4% | 0.76% | $1.1M | $164.56 |
| 2022 Q4 | INITIATED | 2,553 | — | — | 0.16% | $209K | — |
As of 2025 Q4 — sorted by position size