Oracle Corporation
CH ˙ SWX ˙ US68389X1054
SecurityCH:ORCL / Oracle Corporation
InstitutionStony Point Wealth Management Inc.
Latest Disclosed Ownership4,036 shares
Latest Disclosed Value $ 593,723
Stony Point Wealth Management Inc. reports 0.95% increase in ownership of ORCL / Oracle Corporation

On May 1, 2026 - Stony Point Wealth Management Inc. filed a 13F-HR form disclosing ownership of 4,036 shares of Oracle Corporation (CH:ORCL) valued at $593,723 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,998 shares of Oracle Corporation. This represents a change in shares of 0.95% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F ORACLE COM 68389X105 4,036 38 0.95 594 -23.88 0.2359
2026-02-17 2025-12-31 13F ORACLE COM 68389X105 3,998 10 0.25 779 -30.51 0.2916
2025-10-10 2025-09-30 13F ORACLE COM 68389X105 3,988 46 1.17 1,121 30.20 0.4531
2025-07-09 2025-06-30 13F ORACLE COM 68389X105 3,942 -7 -0.18 862 55.98 0.3663
2025-04-11 2025-03-31 13F ORACLE COM 68389X105 3,949 -615 -13.48 552 -27.37 0.2350
2025-01-21 2024-12-31 13F ORACLE COM 68389X105 4,564 48 1.06 761 -1.17 0.3014
2024-10-04 2024-09-30 13F ORACLE COM 68389X105 4,516 50 1.12 770 22.06 0.3242
2024-07-12 2024-06-30 13F ORACLE COM 68389X105 4,466 59 1.34 631 13.92 0.2736
2024-04-18 2024-03-31 13F ORACLE COM 68389X105 4,407 0 0.00 554 19.18 0.2407
2024-01-10 2023-12-31 13F ORACLE COM 68389X105 4,407 0 0.00 465 -4.53 0.2151
2023-10-13 2023-09-30 13F ORACLE COM 68389X105 4,407 20 0.46 486 -6.90 0.2530
2023-07-20 2023-06-30 13F ORACLE COM 68389X105 4,387 80 1.86 522 30.50 0.2604
2023-04-11 2023-03-31 13F ORACLE COM 68389X105 4,307 -15 -0.35 400 13.31 0.2078
2023-01-31 2022-12-31 13F ORACLE COM 68389X105 4,322 0 0.00 353 33.71 0.1953
2022-10-07 2022-09-30 13F ORACLE COM 68389X105 4,322 0 0.00 264 -12.58 0.1956
2022-08-03 2022-06-30 13F ORACLE COM 68389X105 4,322 0 0.00 302 -15.64 0.1972
2022-04-14 2022-03-31 13F ORACLE COM 68389X105 4,322 0 0.00 358 -5.04 0.1887
2022-02-02 2021-12-31 13F ORACLE COM 68389X105 4,322 0 0.00 377 0.00 0.1997
2021-10-14 2021-09-30 13F ORACLE COM 68389X105 4,322 15 0.35 377 12.54 0.2266
2021-07-29 2021-06-30 13F ORACLE COM 68389X105 4,307 -134 -3.02 335 7.37 0.2172
2021-04-27 2021-03-31 13F ORACLE COM 68389X105 4,441 1 0.02 312 8.71 0.2204
2021-01-19 2020-12-31 13F ORACLE COM 68389X105 4,440 18 0.41 287 8.71 0.2085
2020-11-10 2020-09-30 13F ORACLE COM 68389X105 4,422 19 0.43 264 8.64 0.2089
2020-08-12 2020-06-30 13F ORACLE COM 68389X105 4,403 20 0.46 243 14.62 0.2056
2020-04-09 2020-03-31 13F ORACLE COM 68389X105 4,383 108 2.53 212 -6.61 0.2244
2020-01-13 2019-12-31 13F ORACLE COM 68389X105 4,275 17 0.40 227 -2.99 0.1964
2019-10-15 2019-09-30 13F ORACLE COM 68389X105 4,258 10 0.24 234 -4.88 0.2213
2019-07-23 2019-06-30 13F ORACLE COM 68389X105 4,248 0 0.00 246 7.89 0.2255
2019-04-22 2019-03-31 13F ORACLE COM 68389X105 4,248 4,248 0.00 228 -7.32 0.1980
2019-01-14 2018-12-31 13F ORACLE COM 68389X105 0 -4,108 -100.00 0 -100.00
2018-10-19 2018-09-30 13F ORACLE COM 68389X105 4,108 4,108 212 0.1660
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.