Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionAviso Wealth Management
Latest Disclosed Ownership6,750 shares
Latest Disclosed Value $ 993,002
Aviso Wealth Management reports 8.33% increase in ownership of ORCL / Oracle Corporation

On May 8, 2026 - Aviso Wealth Management filed a 13F-HR form disclosing ownership of 6,750 shares of Oracle Corporation (MX:ORCL) valued at $993,002 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,231 shares of Oracle Corporation. This represents a change in shares of 8.33% 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)
2026-05-08 2026-03-31 13F ORACLE COM 68389X105 6,750 519 8.33 993 -18.20 0.4476
2026-02-13 2025-12-31 13F ORACLE COM 68389X105 6,231 763 13.95 1,214 -21.01 0.5106
2025-11-14 2025-09-30 13F ORACLE OM 68389X105 5,468 -49 -0.89 1,538 27.45 0.6704
2025-08-11 2025-06-30 13F ORACLE COM 68389X105 5,517 1,098 24.85 1,206 95.46 0.5632
2025-05-09 2025-03-31 13F ORACLE COM 68389X105 4,419 64 1.47 618 -14.90 0.3284
2025-02-12 2024-12-31 13F ORACLE COM 68389X105 4,355 833 23.65 726 20.83 0.3702
2024-11-07 2024-09-30 13F ORACLE COM 68389X105 3,522 147 4.36 600 26.05 0.3255
2024-08-15 2024-06-30 13F ORACLE COM 68389X105 3,375 235 7.48 476 20.81 0.2828
2024-05-14 2024-03-31 13F ORACLE COM 68389X105 3,140 464 17.34 394 39.72 0.2487
2024-02-13 2023-12-31 13F ORACLE COM 68389X105 2,676 2,676 282 0.2045
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.