SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / ORCL

Wellington Wealth Strategies, LLC.’s Oracle Corp Position

Does Wellington Wealth Strategies, LLC. own Oracle Corp (ORCL)? Yes — 15.1K shares worth $3M (+2.40% of its 13F portfolio) as of Q4 2024, down from 17.5K shares the prior filed quarter.

Position Value
$3M
Q4 2024
Shares
15.1K
% of Portfolio
+2.40%
Quarters Held
4
currently held

Position History ORCL

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ1 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $3MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202415.1K$3M+2.40%
Q3 202417.5K$3M+2.23%
Q1 202414.0K$2M+0.82%
Q4 202320.6K$2M+1.84%

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