SEC 13F Intelligence

Rockline Wealth Management, LLC / ORCL

Rockline Wealth Management, LLC’s Oracle Corp Position

Does Rockline Wealth Management, LLC own Oracle Corp (ORCL)? Yes — 60.5K shares worth $9M (+1.93% of its 13F portfolio) as of Q1 2026, up from 60.1K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
60.5K
% of Portfolio
+1.93%
Quarters Held
10
currently held

Position History ORCL

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $3MQ2 ’24Q3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $7MQ2 ’25: $12MQ2 ’25Q3 ’25: $16MQ4 ’25: $12MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.5K$9M+1.93%
Q4 202560.1K$12M+2.39%
Q3 202557.0K$16M+3.32%
Q2 202553.3K$12M+2.76%
Q1 202550.6K$7M+1.97%
Q4 202427.4K$5M+1.22%
Q3 202425.8K$4M+1.24%
Q2 202419.2K$3M+0.84%
Q1 202418.5K$2M+0.81%
Q4 202317.2K$2M+0.75%

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