Oracle Corporation
CL ˙ SNSE ˙ US68389X1054
SecurityCL:ORCLCL / Oracle Corporation
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership25,810 shares
Latest Disclosed Value $ 3,797,020
Liberty Wealth Management Llc reports 1.59% increase in ownership of ORCLCL / Oracle Corporation

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 25,810 shares of Oracle Corporation (CL:ORCLCL) valued at $3,797,020 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 25,405 shares of Oracle Corporation. This represents a change in shares of 1.59% 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)
2026-05-12 2026-03-31 13F ORACLE COM 68389X105 25,810 405 1.59 3,797 -23.34 0.4744
2026-02-04 2025-12-31 13F ORACLE COM 68389X105 25,405 55 0.22 4,954 -30.52 0.6394
2025-10-31 2025-09-30 13F ORACLE COM 68389X105 25,350 1,195 4.95 7,130 35.02 1.0039
2025-08-01 2025-06-30 13F ORACLE COM 68389X105 24,155 219 0.91 5,281 57.80 0.8279
2025-05-12 2025-03-31 13F/A-1 ORACLE COM 68389X105 23,936 -72 -0.30 3,346 -16.35 0.6402
2025-05-09 2025-03-31 13F ORACLE COM 68389X105 43,647 19,639 3,327 0.6096
2025-02-10 2024-12-31 13F ORACLE COM 68389X105 24,008 -170 -0.70 4,001 -3.33 0.6669
2024-11-04 2024-09-30 13F ORACLE COM 68389X105 24,178 -6,006 -19.90 4,138 137,833.33 0.7031
2024-08-07 2024-06-30 13F ORACLE COM 68389X105 30,184 7,218 31.43 3 50.00 0.6216
2024-05-03 2024-03-31 13F ORACLE COM 68389X105 22,966 59 0.26 3 0.00 0.5631
2024-02-09 2023-12-31 13F ORACLE COM 68389X105 22,907 231 1.02 2 0.00 0.5178
2023-11-13 2023-09-30 13F ORACLE COM 68389X105 22,676 -1,077 -4.53 2 -99.93 0.5979
2023-08-10 2023-06-30 13F ORACLE COM 68389X105 23,753 -12,372 -34.25 2,829 -14.23 0.6989
2023-05-03 2023-03-31 13F ORACLE COM 68389X105 36,125 13,049 56.55 3,297 134.00 0.6804
2022-11-15 2022-09-30 13F ORACLE COM 68389X105 23,076 399 1.76 1,409 -11.05 0.3758
2022-08-15 2022-06-30 13F ORACLE COM 68389X105 22,677 76 0.34 1,584 -15.25 0.6425
2022-05-09 2022-03-31 13F ORACLE COM 68389X105 22,601 52 0.23 1,869 -4.93 0.6745
2022-02-15 2021-12-31 13F ORACLE COM 68389X105 22,549 6 0.03 1,966 0.10 0.0853
2021-11-15 2021-09-30 13F ORACLE COM 68389X105 22,543 121 0.54 1,964 12.55 0.7006
2021-08-13 2021-06-30 13F/A-1 ORACLE COM 68389X105 22,422 12,336 122.31 1,745 181.45 0.6785
2021-08-13 2021-06-30 13F ORACLE COM 68389X105 1,745,320 1,735,234 22,422 0.6840
2021-05-17 2021-03-31 13F ORACLE COM 68389X105 10,086 0 0.00 620 0.00 0.3028
2021-02-09 2020-12-31 13F ORACLE COM 68389X105 10,086 -186 -1.81 620 1.14 0.3034
2020-11-05 2020-09-30 13F ORACLE COM 68389X105 10,272 113 1.11 613 9.07 0.3614
2020-08-04 2020-06-30 13F ORACLE CORP COM COM 68389X105 10,159 13 0.13 562 14.69 0.3954
2020-04-27 2020-03-31 13F ORACLE CORP COM COM 68389X105 10,146 -2,977 -22.69 490 -29.50 0.4280
2020-02-05 2019-12-31 13F ORACLE CORP COM COM 68389X105 13,123 6,264 91.33 695 84.35 0.5476
2019-10-30 2019-09-30 13F ORACLE CORP COM COM 68389X105 6,859 -4,480 -39.51 377 -41.64 0.3567
2019-07-30 2019-06-30 13F ORACLE CORP COM COM 68389X105 11,339 4,553 67.09 646 77.47 0.5665
2019-04-18 2019-03-31 13F ORACLE CORP COM COM 68389X105 6,786 51 0.76 364 19.74 0.2741
2019-03-26 2018-12-31 13F ORACLE CORP COM COM 68389X105 6,735 6,735 304 0.2267
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.