ORCL β€” ORACLE CORP COM

Ownership history in WealthBridge Capital Management, LLC  Β·  4 quarters on record

AI Ownership Summary

WealthBridge Capital Management, LLC reported ORACLE CORP COM (ORCL) in 4 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows ORCL at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WealthBridge Capital Management, LLC's position in ORACLE CORP COM, 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
2025 Q3

ORCL was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 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 WealthBridge Capital Management, LLC fund profile WealthBridge Capital Management, LLC full holdings
How WealthBridge Capital Management, LLC held ORCL β€” position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 806 -196 -19.6% 0.05% $227K 2025-11-07 $238.63
2025 Q2 ADDED 1,002 +212 +26.8% 0.06% $219K 2025-08-12 $252.75
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ORCL

As of 2026 Q1 β€” sorted by position size

Employees Provident Fund Board 2.12% NEVILLE RODIE & SHAW INC 3Y 7Y 1.75% Byrne Asset Management LLC 3Y 0.68% BEACON FINANCIAL GROUP 3Y 7Y 0.47% First Financial Bank - Trust Division 3Y 7Y 0.32% Hilltop National Bank 0.32% DWR WEALTH MANAGEMENT, LLC 0.31% Ahara Advisors LLC 0.27% Fulcrum Equity Management 3Y 7Y 0.25% Ares Financial Consulting, LLC 0.16%

FAQ About WealthBridge Capital Management, 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 WealthBridge Capital Management, LLC reported owning ORCL?

WealthBridge Capital Management, LLC reported ORCL across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported ORCL position in WealthBridge Capital Management, LLC's portfolio?

The largest reported portfolio weight for ORCL was 0.06% in 2025 Q2.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q3, when WealthBridge Capital Management, LLC reported 806 shares, equal to 0.05% of portfolio, with an estimated market value of $227K.

What does the chart on this ORCL ownership page compare?

The chart compares WealthBridge Capital Management, 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.

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