Oracle Corporation
US ˙ NYSE ˙ US68389X1054

SecurityORCL / Oracle Corporation
InstitutionCore Wealth Partners LLC
Latest Disclosed Ownership10,665 shares
Latest Disclosed Value $ 1,568,873
Core Wealth Partners LLC reports 1.22% increase in ownership of ORCL / Oracle Corporation

On May 8, 2026 - Core Wealth Partners LLC filed a 13F-HR form disclosing ownership of 10,665 shares of Oracle Corporation (US:ORCL) valued at $1,568,928 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 10,536 shares of Oracle Corporation. This represents a change in shares of 1.22% during the quarter. The current value of the position is $2,456,469 USD.

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 10,665 129 1.22 1,569 -23.62 0.7295
2026-02-17 2025-12-31 13F ORACLE COM 68389X105 10,536 1,696 19.19 2,054 -17.42 0.9245
2025-11-04 2025-09-30 13F ORACLE COM 68389X105 8,840 -192 -2.13 2,486 25.94 1.1412
2025-08-11 2025-06-30 13F ORACLE COM 68389X105 9,032 2,107 30.43 1,975 103.93 1.0018
2025-05-13 2025-03-31 13F ORACLE COM 68389X105 6,925 869 14.35 968 -4.06 0.5630
2025-02-12 2024-12-31 13F ORACLE COM 68389X105 6,056 608 11.16 1,009 8.73 0.5783
2024-11-04 2024-09-30 13F ORACLE COM 68389X105 5,448 1,364 33.40 928 61.11 0.5630
2024-08-14 2024-06-30 13F ORACLE COM 68389X105 4,084 823 25.24 577 40.83 0.3941
2024-04-19 2024-03-31 13F ORACLE COM 68389X105 3,261 17 0.52 410 19.59 0.3096
2024-02-08 2023-12-31 13F ORACLE COM 68389X105 3,244 202 6.64 342 6.21 0.2803
2023-11-13 2023-09-30 13F ORACLE COM 68389X105 3,042 -198 -6.11 322 -16.36 0.2928
2023-08-11 2023-06-30 13F ORACLE COM 68389X105 3,240 152 4.92 386 34.62 0.3565
2023-05-12 2023-03-31 13F ORACLE COM 68389X105 3,088 3,088 287 0.2881
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.