ORACLE CORP · CUSIP 68389X105 · CIK 2023386
As of 2026-06-30, VISTA INVESTMENT PARTNERS LLC reported 4.52K ORCL (shares), valued at $662.11K, or 0.17% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 0.02%; reported value decreased 0.36%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.17% | 4,518 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 0.18% | 4,517 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 1.55% | 30,362 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 2.25% | 28,625 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 2.21% | 35,028 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 1.50% | 35,228 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 1.82% | 35,043 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 1.90% | 34,784 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 1.64% | 34,698 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 1.49% | 34,483 | SEC filing ↗Filed May 16, 2024 |
| Q4 2023 | 1.33% | 34,340 | SEC filing ↗Filed May 15, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.33% | 34,340 | $3.62M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 15, 2024 |
| Q1 2024 | 1.49% | 34,483 | $4.33M | Shares increased 0.42%; reported value increased 19.64%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2024 |
| Q2 2024 | 1.64% | 34,698 | $4.90M | Shares increased 0.62%; reported value increased 13.11%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 1.90% | 34,784 | $5.93M | Shares increased 0.25%; reported value increased 20.98%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 1.82% | 35,043 | $5.84M | Shares increased 0.74%; reported value decreased 1.48%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 1.50% | 35,228 | $4.93M | Shares increased 0.53%; reported value decreased 15.66%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 2.21% | 35,028 | $7.66M | Shares decreased 0.57%; reported value increased 55.49%, and weight changed +0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 2.25% | 28,625 | $8.05M | Shares decreased 18.28%; reported value increased 5.12%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 1.55% | 30,362 | $5.92M | Shares increased 6.07%; reported value decreased 26.49%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 0.18% | 4,517 | $664.50K | Shares decreased 85.12%; reported value decreased 88.77%, and weight changed -1.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 0.17% | 4,518 | $662.11K | Shares increased 0.02%; reported value decreased 0.36%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.