SEC 13F Intelligence

Endurance Wealth Management, Inc. / ORCL

Endurance Wealth Management, Inc.’s Oracle Corp Position

Does Endurance Wealth Management, Inc. own Oracle Corp (ORCL)? Yes138.8K shares worth $17M (+2.26% of its 13F portfolio) as of Q2 2023, down from 139.0K shares the prior filed quarter.

Position Value
$17M
Q2 2023
Shares
138.8K
% of Portfolio
+2.26%
Quarters Held
19
currently held

Position History ORCL

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $9MQ3 ’19: $9MQ3 ’19Q4 ’19: $8MQ1 ’20: $8MQ2 ’20: $9MQ2 ’20Q3 ’20: $9MQ4 ’20: $10MQ1 ’21: $11MQ1 ’21Q2 ’21: $12MQ3 ’21: $13MQ4 ’21: $12MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $8MQ3 ’22Q4 ’22: $11MQ1 ’23: $13MQ2 ’23: $17MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023138.8K$17M+2.26%
Q1 2023139.0K$13M+1.83%
Q4 2022137.7K$11M+1.70%
Q3 2022138.0K$8M+1.39%
Q2 2022139.0K$10M+1.48%
Q1 2022140.8K$12M+1.51%
Q4 2021143.0K$12M+1.34%
Q3 2021150.4K$13M+1.46%
Q2 2021153.1K$12M+1.32%
Q1 2021153.6K$11M+1.27%
Q4 2020157.0K$10M+1.28%
Q3 2020157.2K$9M+1.38%
Q2 2020159.8K$9M+1.45%
Q1 2020161.2K$8M+1.50%
Q4 2019160.1K$8M+1.30%
Q3 2019160.5K$9M+1.47%
Q2 2019162.5K$9M+1.46%
Q1 2019163.9K$9M+1.44%
Q4 2018166.9K$8M+1.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Endurance Wealth Management, Inc.’s full portfolio or all institutional holders of ORCL.