SEC 13F Intelligence

Arbor Trust Wealth Advisors, LLC / ORCL

Arbor Trust Wealth Advisors, LLC’s Oracle Corp Position

Does Arbor Trust Wealth Advisors, LLC own Oracle Corp (ORCL)? Yes — 15.6K shares worth $2M (+1.01% of its 13F portfolio) as of Q1 2026, down from 16.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
15.6K
% of Portfolio
+1.01%
Quarters Held
26
currently held

Position History ORCL

Reported value by quarter
Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $1MQ4 ’22: $1MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ4 ’24: $3MQ4 ’24Q1 ’25: $2MQ2 ’25: $4MQ3 ’25: $5MQ4 ’25: $3MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.6K$2M+1.01%
Q4 202516.3K$3M+1.39%
Q3 202516.8K$5M+2.12%
Q2 202517.1K$4M+1.83%
Q1 202517.8K$2M+1.17%
Q4 202417.1K$3M+1.34%
Q3 202417.1K$2M+1.27%
Q2 202417.1K$2M+1.27%
Q1 202417.3K$2M+1.16%
Q4 202317.3K$2M+1.08%
Q3 202317.3K$2M+1.21%
Q2 202317.7K$2M+1.34%
Q1 202318.7K$2M+1.14%
Q4 202217.8K$1M+1.01%
Q3 202217.9K$1M+0.83%
Q2 202219.1K$1M+0.93%
Q1 202217.4K$1M+0.86%
Q4 202120.0K$2M+1.00%
Q3 202120.1K$2M+1.09%
Q2 202120.1K$2M+0.98%
Q1 202120.3K$1M+0.96%
Q4 202020.6K$1M+0.97%
Q3 202020.9K$1M+1.08%
Q2 202021.1K$1M+1.05%
Q1 202021.6K$1M+1.11%
Q4 201921.9K$1M+0.99%

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