Momentum Wealth Planning, LLC / ORCL
Momentum Wealth Planning, LLC’s Oracle Corp Position
Does Momentum Wealth Planning, LLC own Oracle Corp (ORCL)? Not currently — the last reported position was 7.9K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2025
Shares
7.9K
% of Portfolio
+1.20%
Quarters Held
2
position exited
Position History ORCL
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Momentum Wealth Planning, LLC’s full portfolio or all institutional holders of ORCL.