SEC 13F Intelligence

Florida Trust Wealth Management Co / ORCL

Florida Trust Wealth Management Co’s Oracle Corp Position

Does Florida Trust Wealth Management Co own Oracle Corp (ORCL)? Yes — 261.9K shares worth $39M (+1.08% of its 13F portfolio) as of Q1 2026, up from 255.2K shares the prior filed quarter.

Position Value
$39M
Q1 2026
Shares
261.9K
% of Portfolio
+1.08%
Quarters Held
10
currently held

Position History ORCL

Reported value by quarter
Q4 ’23: $28MQ4 ’23Q1 ’24: $33MQ2 ’24: $38MQ2 ’24Q3 ’24: $45MQ4 ’24: $44MQ4 ’24Q1 ’25: $37MQ2 ’25: $58MQ2 ’25Q3 ’25: $71MQ4 ’25: $50MQ4 ’25Q1 ’26: $39Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026261.9K$39M+1.08%
Q4 2025255.2K$50M+1.37%
Q3 2025253.3K$71M+2.03%
Q2 2025264.0K$58M+1.77%
Q1 2025264.3K$37M+1.20%
Q4 2024265.4K$44M+1.41%
Q3 2024266.2K$45M+1.45%
Q2 2024267.6K$38M+1.29%
Q1 2024265.9K$33M+1.14%
Q4 2023262.5K$28M+1.02%

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