Question 1

How many shares of ORCL does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 215,402 shares of ORCL (ORACLE CORP).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's ORCL position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's ORCL position is worth $31.7M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling ORCL?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their ORCL position (-34.6% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy ORCL?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in ORCL in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	215,402	-34.6%	$31.7M	0.2%	$149.01	0
2025-Q4	Increased	329,256	+4.8%	$64.2M	0.4%	$196.69	37
2025-Q3	Increased	314,241	+8.3%	$88.4M	0.6%	$281.53	46
2025-Q2	Decreased	290,155	-8.9%	$63.4M	0.5%	$208.88	0
2025-Q1	Decreased	318,524	-5.4%	$44.5M	0.4%	$139.46	0
2024-Q4	Decreased	336,773	-1.8%	$56.1M	0.5%	$164.83	0
2024-Q3	Decreased	342,820	-3.8%	$58.4M	0.5%	$166.26	0