Oracle Corporation
US ˙ NYSE ˙ US68389X1054

SecurityORCL / Oracle Corporation
InstitutionWealth Alliance
Latest Disclosed Ownership13,042 shares
Latest Disclosed Value $ 1,918,611
Wealth Alliance reports 3.08% increase in ownership of ORCL / Oracle Corporation

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 13,042 shares of Oracle Corporation (US:ORCL) valued at $1,918,609 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,652 shares of Oracle Corporation. This represents a change in shares of 3.08% during the quarter. The current value of the position is $3,003,964 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)
2026-05-14 2026-03-31 13F ORACLE COM 68389X105 13,042 390 3.08 1,919 -22.19 0.1895
2026-02-13 2025-12-31 13F ORACLE COM 68389X105 12,652 1,070 9.24 2,466 -24.32 0.2414
2025-11-07 2025-09-30 13F ORACLE COM 68389X105 11,582 394 3.52 3,257 33.21 0.3350
2025-08-08 2025-06-30 13F ORACLE COM 68389X105 11,188 -7,031 -38.59 2,446 -4.00 0.2732
2025-05-05 2025-03-31 13F ORACLE COM 68389X105 18,219 1,736 10.53 2,547 -7.25 0.3082
2025-02-03 2024-12-31 13F ORACLE COM 68389X105 16,483 2,309 16.29 2,747 13.71 0.3284
2024-11-04 2024-09-30 13F ORACLE COM 68389X105 14,174 1,605 12.77 2,415 36.13 0.2884
2024-08-09 2024-06-30 13F ORACLE COM 68389X105 12,569 -567 -4.32 1,775 7.52 0.2292
2024-05-10 2024-03-31 13F ORACLE COM 68389X105 13,136 446 3.51 1,650 23.41 0.2165
2024-01-30 2023-12-31 13F ORACLE COM 68389X105 12,690 336 2.72 1,338 2.22 0.1876
2023-11-09 2023-09-30 13F ORACLE COM 68389X105 12,354 -3,230 -20.73 1,309 -29.49 0.2064
2023-08-02 2023-06-30 13F ORACLE COM 68389X105 15,584 -1,458 -8.56 1,856 17.18 0.2775
2023-05-11 2023-03-31 13F ORACLE COM 68389X105 17,042 1,758 11.50 1,583 26.74 0.2565
2023-02-13 2022-12-31 13F ORACLE Stock 68389X105 15,284 -805 -5.00 1,249 27.06 0.2218
2022-11-14 2022-09-30 13F ORACLE Stock 68389X105 16,089 1,964 13.90 983 -0.41 0.1940
2022-10-11 2022-06-30 13F/A-1 ORACLE Stock 68389X105 14,125 -235 -1.64 987 -16.92 0.1894
2022-08-15 2022-06-30 13F ORACLE Stock 68389X105 14,125 -235 987 0.1200
2022-05-10 2022-03-31 13F ORACLE Stock 68389X105 14,360 1,697 13.40 1,188 7.61 0.1693
2022-05-10 2022-03-31 13F ORACLE Stock 68389X105 7,508 621
2022-02-14 2021-12-31 13F ORACLE Stock 68389X105 12,663 -352 -2.70 1,104 -2.65 0.2220
2021-11-12 2021-09-30 13F ORACLE Stock 68389X105 13,015 -316 -2.37 1,134 9.25 0.2546
2021-08-16 2021-06-30 13F ORACLE Stock 68389X105 13,331 -1,055 -7.33 1,038 2.77 0.2444
2021-05-18 2021-03-31 13F ORACLE Stock 68389X105 14,386 4,779 49.74 1,010 62.38 0.2829
2021-02-11 2020-12-31 13F ORACLE CORP COM Stock 68389X105 9,607 306 3.29 622 12.07 0.1833
2020-12-01 2020-09-30 13F/A-1 ORACLE CORP COM Stock 68389X105 9,301 354 3.96 555 12.35 0.1995
2020-11-13 2020-09-30 13F ORACLE CORP COM Stock 68389X105 9,301 354 555 163,245.3769
2020-08-14 2020-06-30 13F ORACLE CORP COM Stock 68389X105 8,947 909 11.31 494 27.32 0.1952
2020-05-15 2020-03-31 13F ORACLE CORP COM Stock 68389X105 8,038 -4,031 -33.40 388 -39.28 0.2092
2020-02-14 2019-12-31 13F/A-1 ORACLE CORP COM Stock 68389X105 12,069 12,069 639 0.4542
2020-02-12 2019-12-31 13F ORACLE CORP COM Stock 68389X105 639 639 0.4542
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.